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 | $31,701 | $159,901-80.2% | $146,958-78.4% | $145,922-78.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,460 | $5,286-53.5% | $4,933-50.1% | $4,660-47.2% |
| Participant deferral / active EE | $6,558 | $8,428-22.2% | $8,070-18.7% | $6,688-1.9% |
| Admin fee / account holder | $640 | $15,044-95.7% | $12,998-95.1% | $13,397-95.2% |