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 | $30,670 | $159,901-80.8% | $146,958-79.1% | $145,922-79.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.48% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,071 | $5,286-41.9% | $4,933-37.7% | $4,660-34.1% |
| Participant deferral / active EE | $8,035 | $8,428-4.7% | $8,070-0.4% | $6,688+20.2% |
| Admin fee / account holder | $1,742 | $15,044-88.4% | $12,998-86.6% | $13,397-87.0% |