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 | $25,902 | $89,355-71.0% | $141,162-81.7% | $72,985-64.5% |
| Participation rate | 79.1% | 75.1%+4.0pp | 82.5%-3.4pp | 69.5%+9.6pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $3,358 | $3,114+7.8% | $4,735-29.1% | $2,440+37.6% |
| Participant deferral / active EE | $6,997 | $5,418+29.1% | $6,709+4.3% | $3,607+94.0% |
| Admin fee / account holder | $1,289 | $5,958-78.4% | $10,261-87.4% | $5,124-74.8% |