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 | $28,143 | $94,752-70.3% | $112,887-75.1% | $139,434-79.8% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 40.88%-40.9pp | 34.10%-34.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,757 | $4,625-62.0% | $4,563-61.5% | $4,751-63.0% |
| Participant deferral / active EE | $3,716 | $6,512-42.9% | $6,513-42.9% | $6,710-44.6% |
| Admin fee / account holder | $1,718 | $8,527-79.9% | $7,047-75.6% | $11,403-84.9% |