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 | $198,622 | $71,883+176.3% | $86,677+129.2% | $68,494+190.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.83% | 3.52%-19.4pp | 35.91%-51.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $6,226 | $2,173+186.5% | $2,836+119.5% | $2,596+139.8% |
| Participant deferral / active EE | $7,438 | $3,779+96.8% | $4,656+59.8% | $4,027+84.7% |
| Admin fee / account holder | $11,436 | $6,112+87.1% | $7,493+52.6% | $5,403+111.7% |