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 | $236,365 | $45,863+415.4% | $77,024+206.9% | $68,494+245.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -13.18% | 1.72%-14.9pp | 42.32%-55.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $7,913 | $1,650+379.7% | $2,812+181.4% | $2,596+204.8% |
| Participant deferral / active EE | $10,537 | $2,962+255.7% | $4,426+138.1% | $4,027+161.7% |
| Admin fee / account holder | $26,280 | $3,041+764.3% | $5,425+384.4% | $5,403+386.4% |