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 | $215,041 | $99,032+117.1% | $80,019+168.7% | $135,375+58.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.52% | 15.39%-18.9pp | 11.22%-14.7pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,756 | $3,043-9.5% | $2,468+11.7% | $4,779-42.3% |
| Participant deferral / active EE | $5,391 | $4,282+25.9% | $3,686+46.3% | $5,609-3.9% |
| Admin fee / account holder | $865 | $10,436-91.7% | $6,521-86.7% | $10,827-92.0% |