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 | $16,485 | $99,020-83.4% | $86,590-81.0% | $147,584-88.8% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $9,122 | $3,132+191.2% | $2,839+221.3% | $4,876+87.1% |
| Participant deferral / active EE | $5,166 | $3,972+30.1% | $3,609+43.2% | $5,439-5.0% |
| Admin fee / account holder | $1,777 | $5,710-68.9% | $4,906-63.8% | $10,885-83.7% |