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 | $35,059 | $114,047-69.3% | $96,139-63.5% | $167,490-79.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 21.93% | 189.88%-167.9pp | 191.94%-170.0pp | 478.56%-456.6pp |
| Employer contribution / active EE | $1,157 | $3,427-66.2% | $2,797-58.6% | $4,837-76.1% |
| Participant deferral / active EE | $2,125 | $5,194-59.1% | $4,349-51.1% | $6,341-66.5% |
| Admin fee / account holder | $502 | $6,897-92.7% | $5,537-90.9% | $12,309-95.9% |