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 | $157,025 | $93,024+68.8% | $77,024+103.9% | $134,475+16.8% |
| Participation rate | 93.3% | 74.5%+18.9pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -19.02% | 62.60%-81.6pp | 42.32%-61.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $11,059 | $3,418+223.6% | $2,812+293.3% | $4,740+133.3% |
| Participant deferral / active EE | $8,892 | $5,238+69.8% | $4,426+100.9% | $6,400+38.9% |
| Admin fee / account holder | $10,202 | $6,944+46.9% | $5,425+88.0% | $11,426-10.7% |