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 | $152,157 | $56,199+170.7% | $67,652+124.9% | $59,632+155.2% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -1.40% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $4,326 | $1,614+168.0% | $2,266+91.0% | $2,203+96.4% |
| Participant deferral / active EE | $4,297 | $2,844+51.1% | $3,560+20.7% | $3,192+34.6% |
| Admin fee / account holder | $12,377 | $3,958+212.7% | $4,821+156.7% | $4,297+188.0% |