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 | $12,829 | $152,509-91.6% | $117,472-89.1% | $134,475-90.5% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | 0.00% | 52.99%-53.0pp | 29.74%-29.7pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,740 | $5,571-50.8% | $4,176-34.4% | $4,740-42.2% |
| Participant deferral / active EE | $7,236 | $4,818+50.2% | $4,070+77.8% | $6,400+13.1% |
| Admin fee / account holder | $2,399 | $7,004-65.7% | $5,645-57.5% | $11,426-79.0% |