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 | $218,054 | $69,010+216.0% | $159,960+36.3% | $68,494+218.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.85% | -9.65%-5.2pp | 408.60%-423.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $6,154 | $2,213+178.0% | $4,226+45.6% | $2,596+137.0% |
| Participant deferral / active EE | $12,603 | $4,212+199.2% | $6,182+103.9% | $4,027+213.0% |
| Admin fee / account holder | $422 | $4,798-91.2% | $8,698-95.1% | $5,403-92.2% |