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 5-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 | $113,348 | $108,172+4.8% | $77,482+46.3% | $158,922-28.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $21,759 | $1,325+1542.4% | $986+2105.9% | $4,761+357.0% |
| Participant deferral / active EE | $9,750 | $2,456+297.0% | $1,861+423.9% | $5,982+63.0% |
| Admin fee / account holder | $846 | $3,708-77.2% | $2,858-70.4% | $11,246-92.5% |