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 | $224,040 | $81,900+173.6% | $119,609+87.3% | $68,494+227.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.91% | -23.82%+6.9pp | -14.97%-1.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,483 | $2,693+103.6% | $4,232+29.6% | $2,596+111.2% |
| Participant deferral / active EE | $5,923 | $4,148+42.8% | $5,602+5.7% | $4,027+47.1% |
| Admin fee / account holder | $5,340 | $6,582-18.9% | $10,323-48.3% | $5,403-1.2% |