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 | $180,318 | $93,024+93.8% | $77,024+134.1% | $134,475+34.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -7.16% | 62.60%-69.8pp | 42.32%-49.5pp | 417.96%-425.1pp |
| Employer contribution / active EE | $2,812 | $3,418-17.7% | $2,8120% | $4,740-40.7% |
| Participant deferral / active EE | $6,443 | $5,238+23.0% | $4,426+45.6% | $6,400+0.7% |
| Admin fee / account holder | $4,142 | $6,944-40.4% | $5,425-23.7% | $11,426-63.7% |