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 | $172,925 | $62,586+176.3% | $76,768+125.3% | $64,186+169.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.63% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,464 | $1,832+143.7% | $2,485+79.6% | $2,381+87.5% |
| Participant deferral / active EE | $2,045 | $3,145-35.0% | $3,852-46.9% | $3,470-41.0% |
| Admin fee / account holder | $7,412 | $4,667+58.8% | $6,675+11.0% | $4,888+51.6% |