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 | $55,496 | $90,600-38.7% | $79,464-30.2% | $135,375-59.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,353 | $3,068-23.3% | $2,800-16.0% | $4,779-50.8% |
| Participant deferral / active EE | $6,332 | $4,050+56.3% | $3,704+70.9% | $5,609+12.9% |
| Admin fee / account holder | $318 | $5,907-94.6% | $5,113-93.8% | $10,827-97.1% |