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 | $44,787 | $68,346-34.5% | $94,646-52.7% | $75,163-40.4% |
| Participation rate | 81.3% | 76.1%+5.1pp | 80.8%+0.4pp | 67.2%+14.1pp |
| Annual return | 0.00% | 616.93%-616.9pp | 156.71%-156.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,290 | $2,701+21.8% | $3,672-10.4% | $2,670+23.2% |
| Participant deferral / active EE | $4,659 | $6,537-28.7% | $7,418-37.2% | $4,125+12.9% |
| Admin fee / account holder | $1,520 | $5,326-71.5% | $7,231-79.0% | $5,651-73.1% |