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 | $15,479 | $99,640-84.5% | $86,436-82.1% | $134,475-88.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,177 | $4,400-5.1% | $3,769+10.8% | $4,740-11.9% |
| Participant deferral / active EE | $9,434 | $7,246+30.2% | $6,952+35.7% | $6,400+47.4% |
| Admin fee / account holder | $921 | $8,371-89.0% | $6,731-86.3% | $11,426-91.9% |