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 | $160,581 | $54,726+193.4% | $68,793+133.4% | $64,186+150.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -3.31% | -1.62%-1.7pp | -4.63%+1.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,290 | $1,846+78.2% | $2,625+25.3% | $2,381+38.2% |
| Participant deferral / active EE | $6,773 | $2,626+157.9% | $3,311+104.5% | $3,470+95.2% |
| Admin fee / account holder | $16,016 | $4,027+297.7% | $5,131+212.2% | $4,888+227.7% |