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 | $55,822 | $97,757-42.9% | $83,848-33.4% | $135,375-58.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | 0.00% | 1287.37%-1287.4pp | 850.88%-850.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $13,544 | $4,222+220.8% | $3,631+273.0% | $4,779+183.4% |
| Participant deferral / active EE | $2,665 | $4,682-43.1% | $4,082-34.7% | $5,609-52.5% |
| Admin fee / account holder | $544 | $6,674-91.9% | $5,478-90.1% | $10,827-95.0% |