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 | $168,147 | $106,890+57.3% | $84,015+100.1% | $152,861+10.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,352 | $2,734-50.6% | $1,983-31.8% | $4,762-71.6% |
| Participant deferral / active EE | $2,351 | $4,011-41.4% | $3,239-27.4% | $5,850-59.8% |
| Admin fee / account holder | $1,808 | $8,285-78.2% | $6,101-70.4% | $11,596-84.4% |