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 | $235,423 | $100,754+133.7% | $86,677+171.6% | $134,475+75.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.06% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,826 | $3,489+9.7% | $2,836+34.9% | $4,740-19.3% |
| Participant deferral / active EE | $7,044 | $5,338+32.0% | $4,656+51.3% | $6,400+10.1% |
| Admin fee / account holder | $4,363 | $10,926-60.1% | $7,493-41.8% | $11,426-61.8% |