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 6-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 | $56,947 | $98,750-42.3% | $149,696-62.0% | $79,858-28.7% |
| Participation rate | 95.7% | 75.8%+19.9pp | 82.5%+13.2pp | 69.6%+26.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,311 | $3,216-59.3% | $4,644-71.8% | $2,471-47.0% |
| Participant deferral / active EE | $4,763 | $5,680-16.1% | $6,842-30.4% | $3,740+27.3% |
| Admin fee / account holder | $342 | $6,053-94.4% | $9,309-96.3% | $5,306-93.6% |