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 | $155,693 | $64,707+140.6% | $112,228+38.7% | $68,494+127.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.65% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $5,252 | $2,746+91.3% | $3,635+44.5% | $2,596+102.3% |
| Participant deferral / active EE | $3,349 | $3,565-6.1% | $4,728-29.2% | $4,027-16.8% |
| Admin fee / account holder | $41,580 | $5,232+694.7% | $6,410+548.7% | $5,403+669.6% |