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 5-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 | $32,940 | $176,056-81.3% | $159,436-79.3% | $167,490-80.3% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $16,967 | $5,297+220.3% | $4,829+251.3% | $4,837+250.7% |
| Participant deferral / active EE | $7,219 | $7,750-6.8% | $7,352-1.8% | $6,341+13.8% |
| Admin fee / account holder | $2,293 | $12,554-81.7% | $10,799-78.8% | $12,309-81.4% |