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 | $194,614 | $107,791+80.5% | $90,645+114.7% | $135,375+43.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.94% | -0.90%-4.0pp | 1.88%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,840 | $3,018-5.9% | $2,532+12.2% | $4,779-40.6% |
| Participant deferral / active EE | $6,795 | $3,872+75.5% | $3,425+98.4% | $5,609+21.2% |
| Admin fee / account holder | $6,158 | $5,930+3.8% | $4,994+23.3% | $10,827-43.1% |