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 | $183,908 | $155,788+18.0% | $124,672+47.5% | $167,490+9.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 17.97%-18.0pp | 5142.93%-5142.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $5,105 | $4,163+22.6% | $3,324+53.6% | $4,837+5.5% |
| Participant deferral / active EE | $12,279 | $5,673+116.4% | $4,614+166.1% | $6,341+93.6% |
| Admin fee / account holder | $912 | $9,531-90.4% | $7,493-87.8% | $12,309-92.6% |