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 | $127,139 | $99,640+27.6% | $86,436+47.1% | $134,475-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,229 | $4,400-26.6% | $3,769-14.3% | $4,740-31.9% |
| Participant deferral / active EE | $3,229 | $7,246-55.4% | $6,952-53.6% | $6,400-49.5% |
| Admin fee / account holder | $383 | $8,371-95.4% | $6,731-94.3% | $11,426-96.6% |