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 | $34,602 | $159,901-78.4% | $146,958-76.5% | $145,922-76.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 20.79% | 98.13%-77.3pp | 418.34%-397.5pp | 561.29%-540.5pp |
| Employer contribution / active EE | $10,655 | $5,286+101.6% | $4,933+116.0% | $4,660+128.7% |
| Participant deferral / active EE | $16,526 | $8,428+96.1% | $8,070+104.8% | $6,688+147.1% |
| Admin fee / account holder | $8,020 | $15,044-46.7% | $12,998-38.3% | $13,397-40.1% |