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 4-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 | $99,510 | $138,044-27.9% | $125,339-20.6% | $134,475-26.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,388 | $5,243-35.4% | $4,814-29.6% | $4,740-28.5% |
| Participant deferral / active EE | $13,838 | $7,799+77.4% | $7,446+85.8% | $6,400+116.2% |
| Admin fee / account holder | $584 | $11,571-95.0% | $10,010-94.2% | $11,426-94.9% |