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 | $161,657 | $61,660+162.2% | $80,019+102.0% | $64,186+151.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -3.51% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $4,516 | $1,810+149.5% | $2,468+83.0% | $2,381+89.7% |
| Participant deferral / active EE | $6,377 | $2,968+114.9% | $3,686+73.0% | $3,470+83.8% |
| Admin fee / account holder | $20,602 | $5,417+280.3% | $6,521+215.9% | $4,888+321.5% |