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 | $183,518 | $90,600+102.6% | $79,464+130.9% | $135,375+35.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -1.68% | 977.43%-979.1pp | 718.14%-719.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $15,695 | $3,068+411.6% | $2,800+460.4% | $4,779+228.4% |
| Participant deferral / active EE | $17,450 | $4,050+330.8% | $3,704+371.1% | $5,609+211.1% |
| Admin fee / account holder | $123,916 | $5,907+1997.9% | $5,113+2323.6% | $10,827+1044.5% |