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 7-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 | $26,722 | $226,064-88.2% | $182,532-85.4% | $152,861-82.5% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,224 | $4,978-55.3% | $4,076-45.4% | $4,762-53.3% |
| Participant deferral / active EE | $8,653 | $6,368+35.9% | $5,524+56.6% | $5,850+47.9% |
| Admin fee / account holder | $1,751 | $10,703-83.6% | $8,592-79.6% | $11,596-84.9% |