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 | $26,014 | $159,901-83.7% | $146,958-82.3% | $145,922-82.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 48.08% | 98.13%-50.1pp | 418.34%-370.3pp | 561.29%-513.2pp |
| Employer contribution / active EE | $1,869 | $5,286-64.6% | $4,933-62.1% | $4,660-59.9% |
| Participant deferral / active EE | $6,641 | $8,428-21.2% | $8,070-17.7% | $6,688-0.7% |
| Admin fee / account holder | $2,956 | $15,044-80.4% | $12,998-77.3% | $13,397-77.9% |