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 6-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 | $53,836 | $91,538-41.2% | $129,995-58.6% | $75,163-28.4% |
| Participation rate | 73.7% | 71.4%+2.2pp | 78.5%-4.8pp | 67.2%+6.5pp |
| Annual return | 22.27% | -631.11%+653.4pp | -137.18%+159.4pp | 160.62%-138.3pp |
| Employer contribution / active EE | $3,004 | $2,845+5.6% | $4,320-30.5% | $2,670+12.5% |
| Participant deferral / active EE | $6,411 | $4,341+47.7% | $5,820+10.2% | $4,125+55.4% |
| Admin fee / account holder | $3,395 | $6,790-50.0% | $10,614-68.0% | $5,651-39.9% |