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 | $25,514 | $159,901-84.0% | $146,958-82.6% | $145,922-82.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 18.83% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,820 | $5,286-65.6% | $4,933-63.1% | $4,660-60.9% |
| Participant deferral / active EE | $5,363 | $8,428-36.4% | $8,070-33.5% | $6,688-19.8% |
| Admin fee / account holder | $419 | $15,044-97.2% | $12,998-96.8% | $13,397-96.9% |