See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,434 | $159,901-79.7% | $146,958-77.9% | $145,922-77.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 41.06% | 98.13%-57.1pp | 418.34%-377.3pp | 561.29%-520.2pp |
| Employer contribution / active EE | $1,832 | $5,286-65.3% | $4,933-62.9% | $4,660-60.7% |
| Participant deferral / active EE | $5,624 | $8,428-33.3% | $8,070-30.3% | $6,688-15.9% |
| Admin fee / account holder | $1,372 | $15,044-90.9% | $12,998-89.4% | $13,397-89.8% |