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 | $191,761 | $59,107+224.4% | $86,436+121.9% | $68,494+180.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.76% | -0.23%-18.5pp | 4394.89%-4413.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $6,166 | $2,519+144.8% | $3,769+63.6% | $2,596+137.5% |
| Participant deferral / active EE | $7,310 | $5,901+23.9% | $6,952+5.2% | $4,027+81.5% |
| Admin fee / account holder | $25,056 | $5,637+344.5% | $6,731+272.2% | $5,403+363.8% |