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 | $108,288 | $25,979+316.8% | $71,735+51.0% | $68,494+58.1% |
| Participation rate | 97.0% | 54.5%+42.5pp | 62.3%+34.7pp | 67.9%+29.1pp |
| Annual return | -17.98% | -15.10%-2.9pp | 9.14%-27.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,585 | $900+298.1% | $1,704+110.4% | $2,596+38.1% |
| Participant deferral / active EE | $3,237 | $1,522+112.7% | $2,658+21.8% | $4,027-19.6% |
| Admin fee / account holder | $16,709 | $2,022+726.5% | $3,974+320.5% | $5,403+209.3% |