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 3-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 | $29,835 | $57,281-47.9% | $86,612-65.6% | $75,163-60.3% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,125 | $2,314-51.4% | $3,022-62.8% | $2,670-57.9% |
| Participant deferral / active EE | $962 | $3,318-71.0% | $4,438-78.3% | $4,125-76.7% |
| Admin fee / account holder | $1,654 | $4,112-59.8% | $5,614-70.5% | $5,651-70.7% |