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 | $31,163 | $217,402-85.7% | $185,823-83.2% | $167,490-81.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $14,705 | $5,873+150.4% | $5,167+184.6% | $4,837+204.0% |
| Participant deferral / active EE | $14,183 | $6,356+123.1% | $5,568+154.7% | $6,341+123.7% |
| Admin fee / account holder | $361 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |