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 | $63,770 | $167,307-61.9% | $143,757-55.6% | $134,475-52.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 156.11% | 0.46%+155.7pp | -0.04%+156.2pp | 417.96%-261.9pp |
| Employer contribution / active EE | $2,916 | $5,619-48.1% | $4,951-41.1% | $4,740-38.5% |
| Participant deferral / active EE | $7,128 | $6,446+10.6% | $5,637+26.4% | $6,400+11.4% |
| Admin fee / account holder | $348 | $18,088-98.1% | $14,673-97.6% | $11,426-97.0% |