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 3-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 | $115,187 | $175,202-34.3% | $149,673-23.0% | $139,434-17.4% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $10,824 | $5,474+97.7% | $4,818+124.7% | $4,751+127.8% |
| Participant deferral / active EE | $4,716 | $6,519-27.7% | $5,680-17.0% | $6,710-29.7% |
| Admin fee / account holder | $489 | $16,150-97.0% | $13,210-96.3% | $11,403-95.7% |