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 | $163,142 | $99,640+63.7% | $86,436+88.7% | $134,475+21.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.90% | 6782.58%-6794.5pp | 4394.89%-4406.8pp | 417.96%-429.9pp |
| Employer contribution / active EE | $13,591 | $4,400+208.8% | $3,769+260.6% | $4,740+186.7% |
| Participant deferral / active EE | $9,313 | $7,246+28.5% | $6,952+34.0% | $6,400+45.5% |
| Admin fee / account holder | $3,654 | $8,371-56.4% | $6,731-45.7% | $11,426-68.0% |