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 3-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 | $47,929 | $105,126-54.4% | $94,646-49.4% | $139,434-65.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.03%-38.0pp | 156.71%-156.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,562 | $4,106-37.6% | $3,672-30.2% | $4,751-46.1% |
| Participant deferral / active EE | $4,602 | $7,599-39.4% | $7,418-38.0% | $6,710-31.4% |
| Admin fee / account holder | $362 | $8,984-96.0% | $7,231-95.0% | $11,403-96.8% |