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 6-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 | $13,759 | $81,632-83.1% | $70,449-80.5% | $158,922-91.3% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | 0.00% | 208.40%-208.4pp | 109.03%-109.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,045 | $3,217-5.3% | $2,737+11.3% | $4,761-36.0% |
| Participant deferral / active EE | $6,294 | $4,554+38.2% | $3,709+69.7% | $5,982+5.2% |
| Admin fee / account holder | $1,764 | $6,193-71.5% | $3,845-54.1% | $11,246-84.3% |