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 | $35,465 | $85,766-58.6% | $136,294-74.0% | $70,131-49.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $6,898 | $2,966+132.6% | $4,695+46.9% | $2,342+194.5% |
| Participant deferral / active EE | $5,676 | $5,051+12.4% | $6,247-9.1% | $3,332+70.4% |
| Admin fee / account holder | $638 | $5,420-88.2% | $9,243-93.1% | $4,645-86.3% |