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 7-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 | $39,018 | $89,355-56.3% | $141,162-72.4% | $72,985-46.5% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $4,485 | $3,114+44.0% | $4,735-5.3% | $2,440+83.8% |
| Participant deferral / active EE | $2,798 | $5,418-48.4% | $6,709-58.3% | $3,607-22.4% |
| Admin fee / account holder | $1,924 | $5,958-67.7% | $10,261-81.3% | $5,124-62.5% |