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 | $93,744 | $93,024+0.8% | $77,024+21.7% | $134,475-30.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.63% | 62.60%-80.2pp | 42.32%-59.9pp | 417.96%-435.6pp |
| Employer contribution / active EE | $13,518 | $3,418+295.5% | $2,812+380.7% | $4,740+185.2% |
| Participant deferral / active EE | $11,208 | $5,238+114.0% | $4,426+153.2% | $6,400+75.1% |
| Admin fee / account holder | $26,411 | $6,944+280.3% | $5,425+386.8% | $11,426+131.2% |