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 8-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 | $64,506 | $160,055-59.7% | $140,016-53.9% | $135,375-52.3% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $5,662 | $6,420-11.8% | $5,606+1.0% | $4,779+18.5% |
| Participant deferral / active EE | $4,114 | $7,642-46.2% | $6,927-40.6% | $5,609-26.6% |
| Admin fee / account holder | $516 | $13,328-96.1% | $10,705-95.2% | $10,827-95.2% |