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 | $27,831 | $159,901-82.6% | $146,958-81.1% | $145,922-80.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $7,438 | $5,286+40.7% | $4,933+50.8% | $4,660+59.6% |
| Participant deferral / active EE | $13,559 | $8,428+60.9% | $8,070+68.0% | $6,688+102.7% |
| Admin fee / account holder | $5,020 | $15,044-66.6% | $12,998-61.4% | $13,397-62.5% |