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 | $145,854 | $99,640+46.4% | $86,436+68.7% | $134,475+8.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.91% | 6782.58%-6802.5pp | 4394.89%-4414.8pp | 417.96%-437.9pp |
| Employer contribution / active EE | $22,471 | $4,400+410.6% | $3,769+496.3% | $4,740+374.1% |
| Participant deferral / active EE | $10,288 | $7,246+42.0% | $6,952+48.0% | $6,400+60.7% |
| Admin fee / account holder | $1,286 | $8,371-84.6% | $6,731-80.9% | $11,426-88.7% |