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 | $180,434 | $93,024+94.0% | $77,024+134.3% | $134,475+34.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.06% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $11,441 | $3,418+234.7% | $2,812+306.8% | $4,740+141.4% |
| Participant deferral / active EE | $8,783 | $5,238+67.7% | $4,426+98.4% | $6,400+37.2% |
| Admin fee / account holder | $1,199 | $6,944-82.7% | $5,425-77.9% | $11,426-89.5% |