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 | $74,966 | $138,044-45.7% | $125,339-40.2% | $134,475-44.3% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-3.9pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,404 | $5,243-73.2% | $4,814-70.8% | $4,740-70.4% |
| Participant deferral / active EE | $3,660 | $7,799-53.1% | $7,446-50.8% | $6,400-42.8% |
| Admin fee / account holder | $1,189 | $11,571-89.7% | $10,010-88.1% | $11,426-89.6% |