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 | $38,784 | $65,409-40.7% | $98,442-60.6% | $85,850-54.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,378 | $2,168+55.8% | $2,960+14.1% | $2,565+31.7% |
| Participant deferral / active EE | $2,363 | $3,166-25.4% | $4,276-44.8% | $3,952-40.2% |
| Admin fee / account holder | $1,539 | $4,593-66.5% | $5,949-74.1% | $6,260-75.4% |