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 | $141,053 | $99,032+42.4% | $80,019+76.3% | $135,375+4.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.52% | 15.39%-20.9pp | 11.22%-16.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $3,719 | $3,043+22.2% | $2,468+50.7% | $4,779-22.2% |
| Participant deferral / active EE | $6,438 | $4,282+50.3% | $3,686+74.7% | $5,609+14.8% |
| Admin fee / account holder | $10,660 | $10,436+2.1% | $6,521+63.5% | $10,827-1.5% |