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 | $114,250 | $158,817-28.1% | $121,196-5.7% | $135,375-15.6% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.93%-16.9pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,509 | $5,665-55.7% | $4,022-37.6% | $4,779-47.5% |
| Participant deferral / active EE | $8,667 | $4,005+116.4% | $3,344+159.2% | $5,609+54.5% |
| Admin fee / account holder | $631 | $6,512-90.3% | $5,019-87.4% | $10,827-94.2% |