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 6-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 | $45,846 | $85,202-46.2% | $172,739-73.5% | $72,985-37.2% |
| Participation rate | 90.2% | 70.1%+20.2pp | 82.6%+7.6pp | 69.5%+20.8pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $5,911 | $3,324+77.8% | $5,143+14.9% | $2,440+142.3% |
| Participant deferral / active EE | $13,776 | $3,260+322.6% | $5,198+165.0% | $3,607+281.9% |
| Admin fee / account holder | $454 | $5,884-92.3% | $13,954-96.7% | $5,124-91.1% |