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 | $37,883 | $138,065-72.6% | $123,544-69.3% | $135,375-72.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,366 | $5,151-73.5% | $4,628-70.5% | $4,779-71.4% |
| Participant deferral / active EE | $6,339 | $6,799-6.8% | $6,426-1.3% | $5,609+13.0% |
| Admin fee / account holder | $4,254 | $10,916-61.0% | $9,284-54.2% | $10,827-60.7% |