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 | $30,902 | $93,571-67.0% | $135,903-77.3% | $75,163-58.9% |
| Participation rate | 82.1% | 75.2%+6.9pp | 81.9%+0.2pp | 67.2%+14.9pp |
| Annual return | 99.39% | 30.90%+68.5pp | 68.23%+31.2pp | 160.62%-61.2pp |
| Employer contribution / active EE | $4,242 | $3,537+19.9% | $4,856-12.7% | $2,670+58.9% |
| Participant deferral / active EE | $5,989 | $6,404-6.5% | $7,758-22.8% | $4,125+45.2% |
| Admin fee / account holder | $3,525 | $6,975-49.5% | $10,762-67.2% | $5,651-37.6% |