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 | $173,048 | $99,640+73.7% | $86,436+100.2% | $134,475+28.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.67% | 6782.58%-6797.2pp | 4394.89%-4409.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $7,571 | $4,400+72.0% | $3,769+100.9% | $4,740+59.7% |
| Participant deferral / active EE | $12,460 | $7,246+71.9% | $6,952+79.2% | $6,400+94.7% |
| Admin fee / account holder | $8,557 | $8,371+2.2% | $6,731+27.1% | $11,426-25.1% |