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 | $203,971 | $82,286+147.9% | $68,791+196.5% | $134,475+51.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -10.38% | -2.19%-8.2pp | -6.38%-4.0pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,515 | $3,301-23.8% | $2,655-5.3% | $4,740-46.9% |
| Participant deferral / active EE | $7,413 | $4,739+56.4% | $3,941+88.1% | $6,400+15.8% |
| Admin fee / account holder | $4,167 | $6,481-35.7% | $4,932-15.5% | $11,426-63.5% |