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 | $12,019 | $99,640-87.9% | $86,436-86.1% | $134,475-91.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,751 | $4,400-37.5% | $3,769-27.0% | $4,740-41.9% |
| Participant deferral / active EE | $5,716 | $7,246-21.1% | $6,952-17.8% | $6,400-10.7% |
| Admin fee / account holder | $337 | $8,371-96.0% | $6,731-95.0% | $11,426-97.0% |