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 | $166,800 | $100,754+65.6% | $86,677+92.4% | $134,475+24.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.38% | 29.04%-40.4pp | 35.91%-47.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,645 | $3,489-24.2% | $2,836-6.7% | $4,740-44.2% |
| Participant deferral / active EE | $5,179 | $5,338-3.0% | $4,656+11.2% | $6,400-19.1% |
| Admin fee / account holder | $2,648 | $10,926-75.8% | $7,493-64.7% | $11,426-76.8% |