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 | $152,137 | $69,763+118.1% | $67,502+125.4% | $74,495+104.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 15.14% | -40.34%+55.5pp | 3512.12%-3497.0pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,471 | $2,704-8.6% | $2,731-9.5% | $2,623-5.8% |
| Participant deferral / active EE | $6,528 | $3,636+79.6% | $4,000+63.2% | $4,346+50.2% |
| Admin fee / account holder | $13,207 | $896+1374.3% | $3,998+230.4% | $1,942+580.2% |