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 | $72,590 | $183,963-60.5% | $162,163-55.2% | $152,861-52.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 150.76%-150.8pp | 115.59%-115.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,849 | $6,371-23.9% | $5,614-13.6% | $4,762+1.8% |
| Participant deferral / active EE | $13,177 | $8,034+64.0% | $7,298+80.6% | $5,850+125.2% |
| Admin fee / account holder | $428 | $13,121-96.7% | $10,843-96.0% | $11,596-96.3% |