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 | $106,928 | $45,152+136.8% | $73,843+44.8% | $59,632+79.3% |
| Participation rate | 91.2% | 64.0%+27.2pp | 73.4%+17.7pp | 68.7%+22.5pp |
| Annual return | -2.40% | 27.40%-29.8pp | 2267.84%-2270.2pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $7,989 | $1,902+320.1% | $2,787+186.6% | $2,203+262.7% |
| Participant deferral / active EE | $4,589 | $2,574+78.3% | $3,583+28.1% | $3,192+43.8% |
| Admin fee / account holder | $2,245 | $3,516-36.2% | $4,880-54.0% | $4,297-47.8% |