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 | $45,684 | $150,440-69.6% | $136,294-66.5% | $147,584-69.0% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,058 | $5,256-60.9% | $4,695-56.2% | $4,876-57.8% |
| Participant deferral / active EE | $5,421 | $6,630-18.2% | $6,247-13.2% | $5,439-0.3% |
| Admin fee / account holder | $580 | $10,905-94.7% | $9,243-93.7% | $10,885-94.7% |