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 | $190,149 | $90,600+109.9% | $79,464+139.3% | $135,375+40.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.55% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $13,688 | $3,068+346.1% | $2,800+388.8% | $4,779+186.4% |
| Participant deferral / active EE | $23,000 | $4,050+467.9% | $3,704+521.0% | $5,609+310.1% |
| Admin fee / account holder | $1,303 | $5,907-77.9% | $5,113-74.5% | $10,827-88.0% |