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 6-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 | $51,761 | $65,041-20.4% | $90,951-43.1% | $79,858-35.2% |
| Participation rate | 73.2% | 61.6%+11.6pp | 69.0%+4.2pp | 69.6%+3.6pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,041 | $1,247-16.5% | $2,122-50.9% | $2,471-57.9% |
| Participant deferral / active EE | $1,707 | $2,512-32.1% | $3,373-49.4% | $3,740-54.4% |
| Admin fee / account holder | $650 | $4,536-85.7% | $5,959-89.1% | $5,306-87.8% |