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 3-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 | $83,398 | $100,754-17.2% | $86,677-3.8% | $134,475-38.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,829 | $3,489+9.7% | $2,836+35.0% | $4,740-19.2% |
| Participant deferral / active EE | $6,056 | $5,338+13.4% | $4,656+30.1% | $6,400-5.4% |
| Admin fee / account holder | $625 | $10,926-94.3% | $7,493-91.7% | $11,426-94.5% |