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 | $36,952 | $54,705-32.5% | $71,209-48.1% | $84,808-56.4% |
| Participation rate | 75.3% | 64.1%+11.2pp | 73.8%+1.5pp | 68.3%+7.0pp |
| Annual return | 88.98% | 35.90%+53.1pp | 282.51%-193.5pp | 40.90%+48.1pp |
| Employer contribution / active EE | $3,785 | $2,158+75.4% | $2,721+39.1% | $2,631+43.9% |
| Participant deferral / active EE | $6,546 | $3,030+116.0% | $4,175+56.8% | $4,212+55.4% |
| Admin fee / account holder | $578 | $4,863-88.1% | $5,349-89.2% | $7,344-92.1% |