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 | $118,080 | $93,024+26.9% | $77,024+53.3% | $134,475-12.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.71% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.7pp |
| Employer contribution / active EE | $21,213 | $3,418+520.6% | $2,812+654.3% | $4,740+347.6% |
| Participant deferral / active EE | $5,302 | $5,238+1.2% | $4,426+19.8% | $6,400-17.1% |
| Admin fee / account holder | $12,306 | $6,944+77.2% | $5,425+126.8% | $11,426+7.7% |