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 5-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 | $89,816 | $209,832-57.2% | $189,513-52.6% | $167,490-46.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,605 | $6,914-76.8% | $6,162-73.9% | $4,837-66.8% |
| Participant deferral / active EE | $4,174 | $8,935-53.3% | $8,221-49.2% | $6,341-34.2% |
| Admin fee / account holder | $693 | $14,293-95.1% | $12,045-94.2% | $12,309-94.4% |