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 4-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 | $24,958 | $159,901-84.4% | $146,958-83.0% | $145,922-82.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 15.79% | 98.13%-82.3pp | 418.34%-402.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,986 | $5,286-43.5% | $4,933-39.5% | $4,660-35.9% |
| Participant deferral / active EE | $3,719 | $8,428-55.9% | $8,070-53.9% | $6,688-44.4% |
| Admin fee / account holder | $699 | $15,044-95.4% | $12,998-94.6% | $13,397-94.8% |