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 6-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 | $38,252 | $159,901-76.1% | $146,958-74.0% | $145,922-73.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 19.24% | 98.13%-78.9pp | 418.34%-399.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,450 | $5,286-53.6% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $6,724 | $8,428-20.2% | $8,070-16.7% | $6,688+0.5% |
| Admin fee / account holder | $562 | $15,044-96.3% | $12,998-95.7% | $13,397-95.8% |