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 | $117,136 | $77,145+51.8% | $108,410+8.0% | $85,850+36.4% |
| Participation rate | 96.6% | 74.7%+21.9pp | 80.1%+16.4pp | 69.3%+27.2pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,839 | $2,379+19.3% | $3,558-20.2% | $2,565+10.7% |
| Participant deferral / active EE | $4,020 | $5,566-27.8% | $6,563-38.7% | $3,952+1.7% |
| Admin fee / account holder | $957 | $5,172-81.5% | $7,295-86.9% | $6,260-84.7% |