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 | $211,815 | $77,813+172.2% | $123,544+71.4% | $64,186+230.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.93% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,578 | $3,014+18.7% | $4,628-22.7% | $2,381+50.3% |
| Participant deferral / active EE | $10,573 | $5,240+101.8% | $6,426+64.6% | $3,470+204.7% |
| Admin fee / account holder | $13,570 | $5,519+145.9% | $9,284+46.2% | $4,888+177.6% |