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 | $31,795 | $159,901-80.1% | $146,958-78.4% | $145,922-78.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.26% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,488 | $5,286-15.1% | $4,933-9.0% | $4,660-3.7% |
| Participant deferral / active EE | $11,027 | $8,428+30.8% | $8,070+36.6% | $6,688+64.9% |
| Admin fee / account holder | $24,864 | $15,044+65.3% | $12,998+91.3% | $13,397+85.6% |