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 5-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 | $16,315 | $124,185-86.9% | $108,410-85.0% | $167,490-90.3% |
| Participation rate | 73.3% | 82.3%-8.9pp | 80.1%-6.8pp | 82.1%-8.8pp |
| Annual return | 0.00% | 1379.64%-1379.6pp | 905.27%-905.3pp | 478.56%-478.6pp |
| Employer contribution / active EE | $556 | $4,187-86.7% | $3,558-84.4% | $4,837-88.5% |
| Participant deferral / active EE | $2,892 | $6,908-58.1% | $6,563-55.9% | $6,341-54.4% |
| Admin fee / account holder | $414 | $9,455-95.6% | $7,295-94.3% | $12,309-96.6% |