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 | $187,052 | $93,024+101.1% | $77,024+142.9% | $134,475+39.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.30% | 62.60%-67.9pp | 42.32%-47.6pp | 417.96%-423.3pp |
| Employer contribution / active EE | $4,956 | $3,418+45.0% | $2,812+76.2% | $4,740+4.6% |
| Participant deferral / active EE | $19,000 | $5,238+262.7% | $4,426+329.2% | $6,400+196.9% |
| Admin fee / account holder | $482 | $6,944-93.1% | $5,425-91.1% | $11,426-95.8% |