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 | $75,455 | $102,317-26.3% | $146,958-48.7% | $80,856-6.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 38.17% | 134.76%-96.6pp | 418.34%-380.2pp | 35.59%+2.6pp |
| Employer contribution / active EE | $6,548 | $3,713+76.4% | $4,933+32.7% | $2,755+137.7% |
| Participant deferral / active EE | $6,551 | $6,644-1.4% | $8,070-18.8% | $4,296+52.5% |
| Admin fee / account holder | $1,030 | $7,941-87.0% | $12,998-92.1% | $6,918-85.1% |