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 | $165,356 | $99,640+66.0% | $86,436+91.3% | $134,475+23.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.24% | 6782.58%-6792.8pp | 4394.89%-4405.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $8,396 | $4,400+90.8% | $3,769+122.8% | $4,740+77.1% |
| Participant deferral / active EE | $15,885 | $7,246+119.2% | $6,952+128.5% | $6,400+148.2% |
| Admin fee / account holder | $275,279 | $8,371+3188.3% | $6,731+3989.7% | $11,426+2309.3% |