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 | $189,617 | $58,577+223.7% | $83,333+127.5% | $64,186+195.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.93% | 9.65%-13.6pp | 10.63%-14.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,637 | $2,098+73.3% | $3,379+7.7% | $2,381+52.8% |
| Participant deferral / active EE | $7,969 | $4,654+71.2% | $5,565+43.2% | $3,470+129.7% |
| Admin fee / account holder | $8,707 | $9,275-6.1% | $7,510+15.9% | $4,888+78.1% |