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 4-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 | $39,184 | $138,044-71.6% | $125,339-68.7% | $134,475-70.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $6,856 | $5,243+30.8% | $4,814+42.4% | $4,740+44.6% |
| Participant deferral / active EE | $7,329 | $7,799-6.0% | $7,446-1.6% | $6,400+14.5% |
| Admin fee / account holder | $2,292 | $11,571-80.2% | $10,010-77.1% | $11,426-79.9% |