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 | $68,351 | $159,901-57.3% | $146,958-53.5% | $145,922-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,948 | $5,286-63.1% | $4,933-60.5% | $4,660-58.2% |
| Participant deferral / active EE | $6,533 | $8,428-22.5% | $8,070-19.0% | $6,688-2.3% |
| Admin fee / account holder | $4,219 | $15,044-72.0% | $12,998-67.5% | $13,397-68.5% |