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 | $159,577 | $133,958+19.1% | $112,228+42.2% | $134,475+18.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.02% | 47.11%-58.1pp | 27.45%-38.5pp | 417.96%-429.0pp |
| Employer contribution / active EE | $10,688 | $4,038+164.7% | $3,635+194.1% | $4,740+125.5% |
| Participant deferral / active EE | $2,611 | $5,291-50.7% | $4,728-44.8% | $6,400-59.2% |
| Admin fee / account holder | $1,392 | $7,489-81.4% | $6,410-78.3% | $11,426-87.8% |