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 | $130,761 | $82,664+58.2% | $125,339+4.3% | $68,494+90.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -5.82% | -5.97%+0.1pp | 572.05%-577.9pp | -7.84%+2.0pp |
| Employer contribution / active EE | $3,569 | $3,381+5.6% | $4,814-25.9% | $2,596+37.5% |
| Participant deferral / active EE | $8,827 | $6,110+44.5% | $7,446+18.5% | $4,027+119.2% |
| Admin fee / account holder | $6,439 | $6,275+2.6% | $10,010-35.7% | $5,403+19.2% |