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 | $155,146 | $81,900+89.4% | $119,609+29.7% | $68,494+126.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 14.55% | -23.82%+38.4pp | -14.97%+29.5pp | -7.84%+22.4pp |
| Employer contribution / active EE | $5,919 | $2,693+119.8% | $4,232+39.9% | $2,596+128.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,008 | $6,582-69.5% | $10,323-80.5% | $5,403-62.8% |