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 | $117,458 | $99,640+17.9% | $86,436+35.9% | $134,475-12.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.77% | 6782.58%-6797.3pp | 4394.89%-4409.7pp | 417.96%-432.7pp |
| Employer contribution / active EE | $2,543 | $4,400-42.2% | $3,769-32.5% | $4,740-46.3% |
| Participant deferral / active EE | $8,122 | $7,246+12.1% | $6,952+16.8% | $6,400+26.9% |
| Admin fee / account holder | $682 | $8,371-91.9% | $6,731-89.9% | $11,426-94.0% |