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 9-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 | $84,394 | $35,183+139.9% | $73,545+14.8% | $70,131+20.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $1,166 | $709+64.5% | $1,219-4.4% | $2,342-50.2% |
| Participant deferral / active EE | $6,465 | $1,220+429.9% | $1,806+257.9% | $3,332+94.0% |
| Admin fee / account holder | $495 | $2,302-78.5% | $2,320-78.7% | $4,645-89.3% |