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 | $24,817 | $114,381-78.3% | $107,525-76.9% | $142,382-82.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,147 | $4,015-71.4% | $3,754-69.4% | $4,299-73.3% |
| Participant deferral / active EE | $2,039 | $5,564-63.4% | $5,116-60.1% | $6,507-68.7% |
| Admin fee / account holder | $327 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |