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 6-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 | $25,174 | $58,879-57.2% | $178,490-85.9% | $73,488-65.7% |
| Participation rate | 71.4% | 66.2%+5.2pp | 81.9%-10.5pp | 70.7%+0.7pp |
| Annual return | 0.00% | 24.86%-24.9pp | 151.07%-151.1pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,459 | $2,567-43.2% | $5,202-72.0% | $3,740-61.0% |
| Admin fee / account holder | $1,066 | $400+166.2% | $13,984-92.4% | $513+107.7% |