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 | $48,910 | $89,355-45.3% | $141,162-65.4% | $72,985-33.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,844 | $3,114-8.7% | $4,735-39.9% | $2,440+16.6% |
| Participant deferral / active EE | $4,975 | $5,418-8.2% | $6,709-25.8% | $3,607+37.9% |
| Admin fee / account holder | $1,601 | $5,958-73.1% | $10,261-84.4% | $5,124-68.8% |