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 | $203,685 | $82,664+146.4% | $125,339+62.5% | $68,494+197.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $3,609 | $3,381+6.8% | $4,814-25.0% | $2,596+39.0% |
| Participant deferral / active EE | $7,827 | $6,110+28.1% | $7,446+5.1% | $4,027+94.4% |
| Admin fee / account holder | $9,363 | $6,275+49.2% | $10,010-6.5% | $5,403+73.3% |