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 | $35,779 | $159,901-77.6% | $146,958-75.7% | $145,922-75.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.93% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,461 | $5,286-72.4% | $4,933-70.4% | $4,660-68.6% |
| Participant deferral / active EE | $7,583 | $8,428-10.0% | $8,070-6.0% | $6,688+13.4% |
| Admin fee / account holder | $897 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |