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 | $195,884 | $92,222+112.4% | $76,768+155.2% | $135,375+44.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.32% | 5.46%-8.8pp | 2.43%-5.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,000 | $3,216-37.8% | $2,485-19.5% | $4,779-58.1% |
| Participant deferral / active EE | $3,018 | $4,509-33.1% | $3,852-21.6% | $5,609-46.2% |
| Admin fee / account holder | $2,127 | $10,748-80.2% | $6,675-68.1% | $10,827-80.4% |