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 | $174,669 | $64,707+169.9% | $112,228+55.6% | $68,494+155.0% |
| Participation rate | 98.0% | 67.2%+30.8pp | 75.1%+22.9pp | 67.9%+30.1pp |
| Annual return | -13.89% | -11.40%-2.5pp | 27.45%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,185 | $2,746-20.4% | $3,635-39.9% | $2,596-15.8% |
| Participant deferral / active EE | $9,244 | $3,565+159.3% | $4,728+95.5% | $4,027+129.5% |
| Admin fee / account holder | $30,205 | $5,232+477.3% | $6,410+371.2% | $5,403+459.1% |