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 | $80,556 | $112,096-28.1% | $95,952-16.0% | $158,922-49.3% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,277 | $3,198+96.3% | $2,541+147.0% | $4,761+31.8% |
| Participant deferral / active EE | $8,322 | $4,784+73.9% | $4,167+99.7% | $5,982+39.1% |
| Admin fee / account holder | $3,560 | $10,130-64.9% | $6,795-47.6% | $11,246-68.3% |