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 | $26,164 | $107,934-75.8% | $91,989-71.6% | $152,861-82.9% |
| Participation rate | 72.2% | 81.2%-9.0pp | 78.6%-6.4pp | 82.4%-10.2pp |
| Annual return | 0.00% | 89.24%-89.2pp | 69.02%-69.0pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,891 | $4,210-55.1% | $3,452-45.2% | $4,762-60.3% |
| Participant deferral / active EE | $3,784 | $6,364-40.5% | $5,923-36.1% | $5,850-35.3% |
| Admin fee / account holder | $350 | $10,520-96.7% | $7,743-95.5% | $11,596-97.0% |