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 | $147,974 | $82,664+79.0% | $125,339+18.1% | $68,494+116.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.81% | -5.97%-6.8pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $3,659 | $3,381+8.2% | $4,814-24.0% | $2,596+40.9% |
| Participant deferral / active EE | $8,369 | $6,110+37.0% | $7,446+12.4% | $4,027+107.8% |
| Admin fee / account holder | $24,816 | $6,275+295.4% | $10,010+147.9% | $5,403+359.3% |