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 9-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 | $48,807 | $99,020-50.7% | $86,590-43.6% | $147,584-66.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $762 | $3,132-75.7% | $2,839-73.2% | $4,876-84.4% |
| Participant deferral / active EE | $4,264 | $3,972+7.4% | $3,609+18.2% | $5,439-21.6% |
| Admin fee / account holder | $429 | $5,710-92.5% | $4,906-91.2% | $10,885-96.1% |