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 7-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 | $41,538 | $152,587-72.8% | $125,175-66.8% | $152,861-72.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,366 | $4,946-52.2% | $3,865-38.8% | $4,762-50.3% |
| Participant deferral / active EE | $8,916 | $5,868+51.9% | $4,937+80.6% | $5,850+52.4% |
| Admin fee / account holder | $319 | $13,434-97.6% | $9,702-96.7% | $11,596-97.3% |