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 | $225,432 | $127,386+77.0% | $115,037+96.0% | $125,391+79.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.15% | 31.28%-31.1pp | 26.14%-26.0pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,669 | $5,166-48.3% | $4,608-42.1% | $4,866-45.2% |
| Participant deferral / active EE | $4,106 | $6,423-36.1% | $6,026-31.9% | $5,352-23.3% |
| Admin fee / account holder | $78,013 | $9,516+719.8% | $8,175+854.3% | $9,540+717.7% |