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 | $175,623 | $92,222+90.4% | $76,768+128.8% | $135,375+29.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.11% | 5.46%-9.6pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $6,022 | $3,216+87.3% | $2,485+142.3% | $4,779+26.0% |
| Participant deferral / active EE | $5,743 | $4,509+27.4% | $3,852+49.1% | $5,609+2.4% |
| Admin fee / account holder | $4,785 | $10,748-55.5% | $6,675-28.3% | $10,827-55.8% |