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 | $105,907 | $79,449+33.3% | $189,557-44.1% | $85,850+23.4% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.17%-64.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $20,708 | $2,081+895.1% | $4,412+369.3% | $2,565+707.3% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,434 | $5,377-54.7% | $9,807-75.2% | $6,260-61.1% |