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 | $222,398 | $113,935+95.2% | $94,224+136.0% | $125,391+77.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.07% | 5.29%-8.4pp | 10.68%-13.8pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,266 | $4,727-9.8% | $3,587+18.9% | $4,866-12.3% |
| Participant deferral / active EE | $2,800 | $5,179-45.9% | $4,320-35.2% | $5,352-47.7% |
| Admin fee / account holder | $1,288 | $8,391-84.7% | $6,269-79.5% | $9,540-86.5% |