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 | $181,733 | $158,817+14.4% | $121,196+49.9% | $135,375+34.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.72% | -0.64%-5.1pp | 16.93%-22.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $14,583 | $5,665+157.4% | $4,022+262.6% | $4,779+205.2% |
| Participant deferral / active EE | $8,167 | $4,005+103.9% | $3,344+144.2% | $5,609+45.6% |
| Admin fee / account holder | $3,451 | $6,512-47.0% | $5,019-31.2% | $10,827-68.1% |