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 8-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 | $85,249 | $135,635-37.1% | $110,238-22.7% | $135,375-37.0% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | 0.00% | 513.19%-513.2pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,573 | $4,906-47.6% | $3,826-32.7% | $4,779-46.2% |
| Participant deferral / active EE | $5,387 | $5,506-2.2% | $4,672+15.3% | $5,609-3.9% |
| Admin fee / account holder | $312 | $11,457-97.3% | $8,547-96.4% | $10,827-97.1% |