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 9-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 | $58,805 | $102,317-42.5% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 63.39% | 134.76%-71.4pp | 418.34%-355.0pp | 35.59%+27.8pp |
| Employer contribution / active EE | $3,244 | $3,713-12.6% | $4,933-34.2% | $2,755+17.8% |
| Participant deferral / active EE | $7,439 | $6,644+12.0% | $8,070-7.8% | $4,296+73.2% |
| Admin fee / account holder | $4,267 | $7,941-46.3% | $12,998-67.2% | $6,918-38.3% |