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 | $105,022 | $58,083+80.8% | $80,019+31.2% | $56,287+86.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -0.69% | 34.61%-35.3pp | 11.22%-11.9pp | -9.96%+9.3pp |
| Employer contribution / active EE | $9,527 | $1,932+393.1% | $2,468+286.0% | $2,111+351.3% |
| Participant deferral / active EE | $6,991 | $3,135+123.0% | $3,686+89.7% | $3,350+108.7% |
| Admin fee / account holder | $6,892 | $623+1007.0% | $6,521+5.7% | $521+1223.0% |