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 | $223,538 | $93,024+140.3% | $77,024+190.2% | $134,475+66.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.50% | 62.60%-78.1pp | 42.32%-57.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,680 | $3,418+7.7% | $2,812+30.9% | $4,740-22.4% |
| Participant deferral / active EE | $23,726 | $5,238+353.0% | $4,426+436.0% | $6,400+270.7% |
| Admin fee / account holder | $535 | $6,944-92.3% | $5,425-90.1% | $11,426-95.3% |