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 | $216,503 | $71,883+201.2% | $86,677+149.8% | $68,494+216.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.38% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,571 | $2,173-27.7% | $2,836-44.6% | $2,596-39.5% |
| Participant deferral / active EE | $8,760 | $3,779+131.8% | $4,656+88.2% | $4,027+117.5% |
| Admin fee / account holder | $1,561 | $6,112-74.5% | $7,493-79.2% | $5,403-71.1% |