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 | $188,244 | $127,386+47.8% | $115,037+63.6% | $125,391+50.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.67% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,047 | $5,166-41.0% | $4,608-33.9% | $4,866-37.4% |
| Participant deferral / active EE | $13,304 | $6,423+107.1% | $6,026+120.8% | $5,352+148.6% |
| Admin fee / account holder | $2,301 | $9,516-75.8% | $8,175-71.9% | $9,540-75.9% |