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 | $149,048 | $99,640+49.6% | $86,436+72.4% | $134,475+10.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.57% | 6782.58%-6795.2pp | 4394.89%-4407.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $20,497 | $4,400+365.8% | $3,769+443.9% | $4,740+332.5% |
| Participant deferral / active EE | $16,808 | $7,246+132.0% | $6,952+141.8% | $6,400+162.6% |
| Admin fee / account holder | $27,489 | $8,371+228.4% | $6,731+308.4% | $11,426+140.6% |