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 | $122,414 | $92,703+32.1% | $82,719+48.0% | $134,475-9.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 944.92%-944.9pp | 701.18%-701.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $4,347 | $3,274+32.8% | $3,009+44.5% | $4,740-8.3% |
| Participant deferral / active EE | $9,051 | $4,802+88.5% | $4,395+105.9% | $6,400+41.4% |
| Admin fee / account holder | $763 | $5,983-87.3% | $5,329-85.7% | $11,426-93.3% |