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 | $186,292 | $46,674+299.1% | $117,472+58.6% | $68,494+172.0% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -10.73% | -14.52%+3.8pp | 29.74%-40.5pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,164 | $1,505+43.9% | $4,176-48.2% | $2,596-16.6% |
| Participant deferral / active EE | $4,578 | $2,636+73.7% | $4,070+12.5% | $4,027+13.7% |
| Admin fee / account holder | $1,137 | $4,020-71.7% | $5,645-79.9% | $5,403-79.0% |