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 | $228,650 | $93,024+145.8% | $77,024+196.9% | $134,475+70.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.26% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $7,198 | $3,418+110.6% | $2,812+155.9% | $4,740+51.9% |
| Participant deferral / active EE | $6,233 | $5,238+19.0% | $4,426+40.8% | $6,400-2.6% |
| Admin fee / account holder | $24,189 | $6,944+248.3% | $5,425+345.9% | $11,426+111.7% |