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 | $116,422 | $99,640+16.8% | $86,436+34.7% | $134,475-13.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.23% | 6782.58%-6795.8pp | 4394.89%-4408.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,660 | $4,400-62.3% | $3,769-56.0% | $4,740-65.0% |
| Participant deferral / active EE | $4,609 | $7,246-36.4% | $6,952-33.7% | $6,400-28.0% |
| Admin fee / account holder | $17,535 | $8,371+109.5% | $6,731+160.5% | $11,426+53.5% |