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 | $47,904 | $149,333-67.9% | $106,387-55.0% | $135,375-64.6% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 0.52%-0.5pp | 0.25%-0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,024 | $4,984-59.4% | $3,520-42.5% | $4,779-57.6% |
| Participant deferral / active EE | $2,443 | $7,230-66.2% | $5,421-54.9% | $5,609-56.4% |
| Admin fee / account holder | $1,291 | $15,952-91.9% | $7,510-82.8% | $10,827-88.1% |