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 5-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 | $30,591 | $159,901-80.9% | $146,958-79.2% | $145,922-79.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 85.80% | 98.13%-12.3pp | 418.34%-332.5pp | 561.29%-475.5pp |
| Employer contribution / active EE | $2,539 | $5,286-52.0% | $4,933-48.5% | $4,660-45.5% |
| Participant deferral / active EE | $4,612 | $8,428-45.3% | $8,070-42.9% | $6,688-31.0% |
| Admin fee / account holder | $2,896 | $15,044-80.8% | $12,998-77.7% | $13,397-78.4% |