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 | $31,702 | $159,901-80.2% | $146,958-78.4% | $145,922-78.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 11.99% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $8,774 | $5,286+66.0% | $4,933+77.9% | $4,660+88.3% |
| Participant deferral / active EE | $7,064 | $8,428-16.2% | $8,070-12.5% | $6,688+5.6% |
| Admin fee / account holder | $1,497 | $15,044-90.0% | $12,998-88.5% | $13,397-88.8% |