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 7-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 | $30,025 | $159,901-81.2% | $146,958-79.6% | $145,922-79.4% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,290 | $5,286-56.7% | $4,933-53.6% | $4,660-50.9% |
| Participant deferral / active EE | $4,476 | $8,428-46.9% | $8,070-44.5% | $6,688-33.1% |
| Admin fee / account holder | $2,035 | $15,044-86.5% | $12,998-84.3% | $13,397-84.8% |