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 | $34,721 | $84,233-58.8% | $170,442-79.6% | $70,131-50.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.93%-205.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $867 | $3,387-74.4% | $5,433-84.0% | $2,342-63.0% |
| Participant deferral / active EE | $2,189 | $3,086-29.0% | $4,939-55.7% | $3,332-34.3% |
| Admin fee / account holder | $593 | $5,698-89.6% | $13,880-95.7% | $4,645-87.2% |