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 9-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 | $37,936 | $175,202-78.3% | $149,673-74.7% | $139,434-72.8% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 92.62% | 166.71%-74.1pp | 134.42%-41.8pp | 372.94%-280.3pp |
| Employer contribution / active EE | $1,219 | $5,474-77.7% | $4,818-74.7% | $4,751-74.4% |
| Participant deferral / active EE | $4,508 | $6,519-30.8% | $5,680-20.6% | $6,710-32.8% |
| Admin fee / account holder | $998 | $16,150-93.8% | $13,210-92.4% | $11,403-91.2% |