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 9-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 | $39,730 | $144,119-72.4% | $117,854-66.3% | $147,584-73.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,978 | $4,896-59.6% | $3,786-47.8% | $4,876-59.4% |
| Participant deferral / active EE | $4,551 | $5,316-14.4% | $4,482+1.5% | $5,439-16.3% |
| Admin fee / account holder | $325 | $10,886-97.0% | $8,020-95.9% | $10,885-97.0% |