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 | $150,227 | $99,640+50.8% | $86,436+73.8% | $134,475+11.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.06% | 6782.58%-6800.6pp | 4394.89%-4413.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $14,544 | $4,400+230.5% | $3,769+285.9% | $4,740+206.9% |
| Participant deferral / active EE | $15,333 | $7,246+111.6% | $6,952+120.6% | $6,400+139.6% |
| Admin fee / account holder | $508 | $8,371-93.9% | $6,731-92.4% | $11,426-95.6% |