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 | $56,358 | $110,502-49.0% | $80,716-30.2% | $167,490-66.4% |
| Participation rate | 80.0% | 64.0%+16.0pp | 54.2%+25.8pp | 82.1%-2.1pp |
| Annual return | 0.00% | 120.54%-120.5pp | 87.28%-87.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,844 | $1,543+19.6% | $1,160+59.0% | $4,837-61.9% |
| Participant deferral / active EE | $9,099 | $2,871+217.0% | $2,146+324.1% | $6,341+43.5% |
| Admin fee / account holder | $5,013 | $4,545+10.3% | $3,380+48.3% | $12,309-59.3% |