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 | $191,694 | $93,024+106.1% | $77,024+148.9% | $134,475+42.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.97% | 62.60%-75.6pp | 42.32%-55.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $7,921 | $3,418+131.8% | $2,812+181.7% | $4,740+67.1% |
| Participant deferral / active EE | $7,260 | $5,238+38.6% | $4,426+64.0% | $6,400+13.4% |
| Admin fee / account holder | $32,737 | $6,944+371.4% | $5,425+503.4% | $11,426+186.5% |