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 | $227,511 | $190,805+19.2% | $159,960+42.2% | $134,475+69.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.54% | 552.23%-564.8pp | 408.60%-421.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $2,510 | $4,995-49.7% | $4,226-40.6% | $4,740-47.0% |
| Participant deferral / active EE | $9,092 | $6,923+31.3% | $6,182+47.1% | $6,400+42.1% |
| Admin fee / account holder | $170,469 | $10,471+1528.0% | $8,698+1859.9% | $11,426+1392.0% |