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 | $25,899 | $159,901-83.8% | $146,958-82.4% | $145,922-82.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $9,737 | $5,286+84.2% | $4,933+97.4% | $4,660+109.0% |
| Participant deferral / active EE | $9,460 | $8,428+12.2% | $8,070+17.2% | $6,688+41.5% |
| Admin fee / account holder | $953 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |