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 | $208,313 | $83,902+148.3% | $167,512+24.4% | $84,808+145.6% |
| Participation rate | 82.6% | 66.5%+16.1pp | 77.1%+5.6pp | 68.3%+14.3pp |
| Annual return | 0.00% | 91.55%-91.5pp | 1615.79%-1615.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,409 | $2,264-37.7% | $3,882-63.7% | $2,631-46.4% |
| Participant deferral / active EE | $5,937 | $4,442+33.6% | $6,405-7.3% | $4,212+41.0% |
| Admin fee / account holder | $2,848 | $7,915-64.0% | $9,769-70.8% | $7,344-61.2% |