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 | $44,759 | $99,652-55.1% | $78,778-43.2% | $147,584-69.7% |
| Participation rate | 72.2% | 76.2%-4.0pp | 69.2%+3.0pp | 82.8%-10.6pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,424 | $2,796-49.1% | $1,986-28.3% | $4,876-70.8% |
| Participant deferral / active EE | $3,347 | $3,664-8.6% | $2,958+13.1% | $5,439-38.5% |
| Admin fee / account holder | $1,767 | $7,155-75.3% | $5,134-65.6% | $10,885-83.8% |