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 10-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 | $210,623 | $99,079+112.6% | $77,999+170.0% | $273,961-23.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.36% | 217.93%-214.6pp | 425.96%-422.6pp | 41.45%-38.1pp |
| Employer contribution / active EE | $6,967 | $3,308+110.6% | $2,470+182.1% | $4,869+43.1% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,977 | $8,954-66.8% | $5,480-45.7% | $10,132-70.6% |