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 | $33,509 | $99,032-66.2% | $80,019-58.1% | $135,375-75.2% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,853 | $3,043+59.4% | $2,468+96.6% | $4,779+1.5% |
| Participant deferral / active EE | $6,791 | $4,282+58.6% | $3,686+84.3% | $5,609+21.1% |
| Admin fee / account holder | $364 | $10,436-96.5% | $6,521-94.4% | $10,827-96.6% |