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 | $129,001 | $82,630+56.1% | $64,105+101.2% | $125,391+2.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.41% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,486 | $2,671-44.4% | $1,820-18.3% | $4,866-69.5% |
| Participant deferral / active EE | $1,690 | $3,608-53.2% | $2,822-40.1% | $5,352-68.4% |
| Admin fee / account holder | $1,899 | $6,382-70.2% | $4,499-57.8% | $9,540-80.1% |