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 | $10,326 | $99,640-89.6% | $86,436-88.1% | $134,475-92.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,917 | $4,400-56.4% | $3,769-49.1% | $4,740-59.6% |
| Participant deferral / active EE | $6,271 | $7,246-13.5% | $6,952-9.8% | $6,400-2.0% |
| Admin fee / account holder | $2,612 | $8,371-68.8% | $6,731-61.2% | $11,426-77.1% |