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 5-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 | $129,967 | $99,640+30.4% | $86,436+50.4% | $134,475-3.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.11% | 6782.58%-6793.7pp | 4394.89%-4406.0pp | 417.96%-429.1pp |
| Employer contribution / active EE | $30,426 | $4,400+591.4% | $3,769+707.4% | $4,740+542.0% |
| Participant deferral / active EE | $20,500 | $7,246+182.9% | $6,952+194.9% | $6,400+220.3% |
| Admin fee / account holder | $444 | $8,371-94.7% | $6,731-93.4% | $11,426-96.1% |