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 3-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 | $37,415 | $159,901-76.6% | $146,958-74.5% | $145,922-74.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.41% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,418 | $5,286-54.3% | $4,933-51.0% | $4,660-48.1% |
| Participant deferral / active EE | $3,459 | $8,428-59.0% | $8,070-57.1% | $6,688-48.3% |
| Admin fee / account holder | $1,615 | $15,044-89.3% | $12,998-87.6% | $13,397-87.9% |