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 | $224,874 | $107,791+108.6% | $90,645+148.1% | $135,375+66.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.91% | -0.90%-5.0pp | 1.88%-7.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,419 | $3,018+46.4% | $2,532+74.5% | $4,779-7.5% |
| Participant deferral / active EE | $5,110 | $3,872+32.0% | $3,425+49.2% | $5,609-8.9% |
| Admin fee / account holder | $1,984 | $5,930-66.5% | $4,994-60.3% | $10,827-81.7% |