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 | $34,465 | $165,984-79.2% | $164,813-79.1% | $145,922-76.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 18.87% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,758 | $5,273-47.7% | $4,341-36.5% | $4,660-40.8% |
| Participant deferral / active EE | $7,311 | $6,959+5.1% | $6,031+21.2% | $6,688+9.3% |
| Admin fee / account holder | $1,621 | $16,648-90.3% | $12,690-87.2% | $13,397-87.9% |