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 8-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 | $142,192 | $93,024+52.9% | $77,024+84.6% | $134,475+5.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.17% | 62.60%-79.8pp | 42.32%-59.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $24,189 | $3,418+607.7% | $2,812+760.2% | $4,740+410.4% |
| Participant deferral / active EE | $20,003 | $5,238+281.9% | $4,426+351.9% | $6,400+212.6% |
| Admin fee / account holder | $901 | $6,944-87.0% | $5,425-83.4% | $11,426-92.1% |