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 | $219,023 | $62,586+250.0% | $76,768+185.3% | $64,186+241.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.14% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $8,664 | $1,832+372.9% | $2,485+248.6% | $2,381+263.9% |
| Participant deferral / active EE | $5,191 | $3,145+65.1% | $3,852+34.8% | $3,470+49.6% |
| Admin fee / account holder | $897 | $4,667-80.8% | $6,675-86.6% | $4,888-81.6% |