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 9-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 | $205,265 | $104,106+97.2% | $71,086+188.8% | $135,375+51.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -3.25% | 1256.30%-1259.5pp | 650.59%-653.8pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,357 | $1,485+126.0% | $1,088+208.6% | $4,779-29.8% |
| Participant deferral / active EE | $5,200 | $2,527+105.8% | $1,874+177.4% | $5,609-7.3% |
| Admin fee / account holder | $3,357 | $4,142-19.0% | $3,082+8.9% | $10,827-69.0% |