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 | $236,786 | $99,640+137.6% | $86,436+173.9% | $134,475+76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.84% | 6782.58%-6799.4pp | 4394.89%-4411.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,980 | $4,400-55.0% | $3,769-47.5% | $4,740-58.2% |
| Participant deferral / active EE | $14,862 | $7,246+105.1% | $6,952+113.8% | $6,400+132.2% |
| Admin fee / account holder | $8,271 | $8,371-1.2% | $6,731+22.9% | $11,426-27.6% |