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 4-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 | $37,552 | $133,958-72.0% | $112,228-66.5% | $134,475-72.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.00% | 47.11%-47.1pp | 27.45%-27.4pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,813 | $4,038-30.3% | $3,635-22.6% | $4,740-40.7% |
| Participant deferral / active EE | $4,697 | $5,291-11.2% | $4,728-0.7% | $6,400-26.6% |
| Admin fee / account holder | $3,952 | $7,489-47.2% | $6,410-38.4% | $11,426-65.4% |