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 4-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 | $40,064 | $118,849-66.3% | $96,562-58.5% | $167,490-76.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $4,984 | $3,120+59.8% | $2,356+111.5% | $4,837+3.0% |
| Participant deferral / active EE | $12,426 | $4,616+169.2% | $3,849+222.8% | $6,341+96.0% |
| Admin fee / account holder | $593 | $8,065-92.6% | $6,181-90.4% | $12,309-95.2% |