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 5-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 | $107,781 | $93,024+15.9% | $77,024+39.9% | $134,475-19.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.52% | 62.60%-80.1pp | 42.32%-59.8pp | 417.96%-435.5pp |
| Employer contribution / active EE | $45,000 | $3,418+1216.6% | $2,812+1500.2% | $4,740+849.4% |
| Participant deferral / active EE | $15,833 | $5,238+202.3% | $4,426+257.7% | $6,400+147.4% |
| Admin fee / account holder | $711 | $6,944-89.8% | $5,425-86.9% | $11,426-93.8% |