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 | $223,141 | $131,829+69.3% | $108,579+105.5% | $273,961-18.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.97% | -91.57%+96.5pp | -51.70%+56.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,534 | $4,912-48.4% | $3,758-32.6% | $4,869-48.0% |
| Participant deferral / active EE | $6,584 | $5,127+28.4% | $4,311+52.7% | $5,287+24.5% |
| Admin fee / account holder | $8,496 | $10,252-17.1% | $7,645+11.1% | $10,132-16.1% |