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 | $218,731 | $93,024+135.1% | $77,024+184.0% | $134,475+62.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.44% | 62.60%-76.0pp | 42.32%-55.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,949 | $3,418-13.7% | $2,812+4.9% | $4,740-37.8% |
| Participant deferral / active EE | $9,735 | $5,238+85.9% | $4,426+119.9% | $6,400+52.1% |
| Admin fee / account holder | $1,526 | $6,944-78.0% | $5,425-71.9% | $11,426-86.6% |