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 7-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 | $67,288 | $158,398-57.5% | $126,539-46.8% | $142,382-52.7% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 57.83% | 593.76%-535.9pp | 425.95%-368.1pp | 217.08%-159.2pp |
| Employer contribution / active EE | $4,436 | $4,650-4.6% | $3,674+20.7% | $4,299+3.2% |
| Participant deferral / active EE | $6,561 | $4,767+37.6% | $4,083+60.7% | $6,507+0.8% |
| Admin fee / account holder | $363 | $6,918-94.8% | $6,065-94.0% | $12,624-97.1% |