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 | $41,135 | $159,901-74.3% | $146,958-72.0% | $145,922-71.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 12.80% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,231 | $5,286-57.8% | $4,933-54.8% | $4,660-52.1% |
| Participant deferral / active EE | $10,257 | $8,428+21.7% | $8,070+27.1% | $6,688+53.4% |
| Admin fee / account holder | $830 | $15,044-94.5% | $12,998-93.6% | $13,397-93.8% |