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 | $212,114 | $71,883+195.1% | $86,677+144.7% | $68,494+209.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.01% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,828 | $2,173-15.9% | $2,836-35.6% | $2,596-29.6% |
| Participant deferral / active EE | $6,091 | $3,779+61.2% | $4,656+30.8% | $4,027+51.3% |
| Admin fee / account holder | $17,918 | $6,112+193.2% | $7,493+139.1% | $5,403+231.6% |