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 | $202,674 | $158,817+27.6% | $121,196+67.2% | $135,375+49.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.03% | -0.64%-6.4pp | 16.93%-24.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $4,511 | $5,665-20.4% | $4,022+12.2% | $4,779-5.6% |
| Participant deferral / active EE | $7,933 | $4,005+98.1% | $3,344+137.2% | $5,609+41.4% |
| Admin fee / account holder | $932 | $6,512-85.7% | $5,019-81.4% | $10,827-91.4% |