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 | $31,254 | $138,044-77.4% | $125,339-75.1% | $134,475-76.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | 28.97% | 750.33%-721.4pp | 572.05%-543.1pp | 417.96%-389.0pp |
| Employer contribution / active EE | $2,584 | $5,243-50.7% | $4,814-46.3% | $4,740-45.5% |
| Participant deferral / active EE | $4,952 | $7,799-36.5% | $7,446-33.5% | $6,400-22.6% |
| Admin fee / account holder | $729 | $11,571-93.7% | $10,010-92.7% | $11,426-93.6% |