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 | $28,068 | $159,901-82.4% | $146,958-80.9% | $145,922-80.8% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 17.53% | 98.13%-80.6pp | 418.34%-400.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $7,858 | $5,286+48.6% | $4,933+59.3% | $4,660+68.6% |
| Participant deferral / active EE | $5,318 | $8,428-36.9% | $8,070-34.1% | $6,688-20.5% |
| Admin fee / account holder | $332 | $15,044-97.8% | $12,998-97.4% | $13,397-97.5% |