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 | $174,832 | $99,640+75.5% | $86,436+102.3% | $134,475+30.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.69% | 6782.58%-6798.3pp | 4394.89%-4410.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $9,916 | $4,400+125.3% | $3,769+163.1% | $4,740+109.2% |
| Participant deferral / active EE | $13,567 | $7,246+87.2% | $6,952+95.2% | $6,400+112.0% |
| Admin fee / account holder | $32,803 | $8,371+291.8% | $6,731+387.3% | $11,426+187.1% |