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 9-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 | $223,023 | $478,521-53.4% | $138,598+60.9% | $478,521-53.4% |
| Participation rate | 100.0% | 89.3%+10.7pp | 98.1%+1.9pp | 89.3%+10.7pp |
| Annual return | 0.90% | 101.52%-100.6pp | -1.57%+2.5pp | 101.52%-100.6pp |
| Employer contribution / active EE | $20,528 | $22,406-8.4% | $11,733+75.0% | $22,406-8.4% |
| Participant deferral / active EE | $4,757 | $7,699-38.2% | $7,210-34.0% | $7,699-38.2% |
| Admin fee / account holder | $895 | $12,578-92.9% | $2,828-68.3% | $12,578-92.9% |