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 3-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 | $53,988 | $100,754-46.4% | $86,677-37.7% | $134,475-59.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,284 | $3,489-63.2% | $2,836-54.7% | $4,740-72.9% |
| Participant deferral / active EE | $3,579 | $5,338-33.0% | $4,656-23.1% | $6,400-44.1% |
| Admin fee / account holder | $1,506 | $10,926-86.2% | $7,493-79.9% | $11,426-86.8% |