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 | $193,804 | $152,509+27.1% | $117,472+65.0% | $134,475+44.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.08% | 52.99%-72.1pp | 29.74%-48.8pp | 417.96%-437.0pp |
| Employer contribution / active EE | $4,600 | $5,571-17.4% | $4,176+10.2% | $4,740-2.9% |
| Participant deferral / active EE | $13,333 | $4,818+176.8% | $4,070+227.6% | $6,400+108.3% |
| Admin fee / account holder | $671 | $7,004-90.4% | $5,645-88.1% | $11,426-94.1% |