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 6-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 | $68,685 | $89,355-23.1% | $141,162-51.3% | $72,985-5.9% |
| Participation rate | 74.2% | 75.1%-0.9pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,357 | $3,114-24.3% | $4,735-50.2% | $2,440-3.4% |
| Participant deferral / active EE | $5,014 | $5,418-7.5% | $6,709-25.3% | $3,607+39.0% |
| Admin fee / account holder | $9,302 | $5,958+56.1% | $10,261-9.3% | $5,124+81.5% |