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 | $57,362 | $102,317-43.9% | $146,958-61.0% | $80,856-29.1% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.2%+5.7pp | 67.6%+20.2pp |
| Annual return | 20.12% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $6,042 | $3,713+62.7% | $4,933+22.5% | $2,755+119.3% |
| Participant deferral / active EE | $14,261 | $6,644+114.6% | $8,070+76.7% | $4,296+232.0% |
| Admin fee / account holder | $4,665 | $7,941-41.3% | $12,998-64.1% | $6,918-32.6% |