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 | $174,950 | $49,177+255.8% | $79,464+120.2% | $64,186+172.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.44% | -1.16%-3.3pp | 718.14%-722.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,323 | $2,076-36.3% | $2,800-52.7% | $2,381-44.4% |
| Participant deferral / active EE | $2,990 | $2,821+6.0% | $3,704-19.3% | $3,470-13.8% |
| Admin fee / account holder | $13,998 | $3,839+264.6% | $5,113+173.8% | $4,888+186.4% |