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 10-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 | $124,712 | $99,640+25.2% | $86,436+44.3% | $134,475-7.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.33% | 6782.58%-6798.9pp | 4394.89%-4411.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $7,473 | $4,400+69.8% | $3,769+98.3% | $4,740+57.7% |
| Participant deferral / active EE | $5,006 | $7,246-30.9% | $6,952-28.0% | $6,400-21.8% |
| Admin fee / account holder | $1,979 | $8,371-76.4% | $6,731-70.6% | $11,426-82.7% |