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 | $206,052 | $73,867+179.0% | $143,757+43.3% | $68,494+200.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.44% | 1.01%-12.4pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,417 | $3,184+7.3% | $4,951-31.0% | $2,596+31.6% |
| Participant deferral / active EE | $4,117 | $3,384+21.7% | $5,637-27.0% | $4,027+2.2% |
| Admin fee / account holder | $6,176 | $5,755+7.3% | $14,673-57.9% | $5,403+14.3% |