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 7-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 | $101,728 | $89,355+13.8% | $141,162-27.9% | $72,985+39.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,079 | $3,114-65.3% | $4,735-77.2% | $2,440-55.8% |
| Participant deferral / active EE | $2,423 | $5,418-55.3% | $6,709-63.9% | $3,607-32.8% |
| Admin fee / account holder | $486 | $5,958-91.8% | $10,261-95.3% | $5,124-90.5% |