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 8-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 | $35,976 | $135,635-73.5% | $110,238-67.4% | $135,375-73.4% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,821 | $4,906-62.9% | $3,826-52.4% | $4,779-61.9% |
| Participant deferral / active EE | $3,169 | $5,506-42.4% | $4,672-32.2% | $5,609-43.5% |
| Admin fee / account holder | $994 | $11,457-91.3% | $8,547-88.4% | $10,827-90.8% |