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 9-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 | $37,507 | $135,635-72.3% | $110,238-66.0% | $135,375-72.3% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | 3.14% | 513.19%-510.0pp | 314.74%-311.6pp | 519.73%-516.6pp |
| Employer contribution / active EE | $2,316 | $4,906-52.8% | $3,826-39.5% | $4,779-51.5% |
| Participant deferral / active EE | $8,525 | $5,506+54.8% | $4,672+82.5% | $5,609+52.0% |
| Admin fee / account holder | $15,138 | $11,457+32.1% | $8,547+77.1% | $10,827+39.8% |