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 | $32,177 | $183,519-82.5% | $155,509-79.3% | $145,922-77.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.30% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,736 | $5,313-48.5% | $4,672-41.4% | $4,660-41.3% |
| Participant deferral / active EE | $6,997 | $6,462+8.3% | $5,626+24.4% | $6,688+4.6% |
| Admin fee / account holder | $1,072 | $19,313-94.4% | $15,912-93.3% | $13,397-92.0% |