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 | $171,566 | $127,100+35.0% | $105,738+62.3% | $135,375+26.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 4.49%-8.5pp | 6.27%-10.2pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,854 | $4,107-30.5% | $3,268-12.7% | $4,779-40.3% |
| Participant deferral / active EE | $5,918 | $5,064+16.9% | $4,080+45.1% | $5,609+5.5% |
| Admin fee / account holder | $9,976 | $9,087+9.8% | $6,913+44.3% | $10,827-7.9% |