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 | $129,939 | $93,024+39.7% | $77,024+68.7% | $134,475-3.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.37% | 62.60%-83.0pp | 42.32%-62.7pp | 417.96%-438.3pp |
| Employer contribution / active EE | $13,015 | $3,418+280.8% | $2,812+362.8% | $4,740+174.6% |
| Participant deferral / active EE | $9,917 | $5,238+89.3% | $4,426+124.0% | $6,400+55.0% |
| Admin fee / account holder | $322 | $6,944-95.4% | $5,425-94.1% | $11,426-97.2% |