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 | $176,501 | $82,286+114.5% | $68,791+156.6% | $134,475+31.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.05% | -2.19%-12.9pp | -6.38%-8.7pp | 417.96%-433.0pp |
| Employer contribution / active EE | $10,443 | $3,301+216.4% | $2,655+293.3% | $4,740+120.3% |
| Participant deferral / active EE | $7,432 | $4,739+56.8% | $3,941+88.6% | $6,400+16.1% |
| Admin fee / account holder | $751 | $6,481-88.4% | $4,932-84.8% | $11,426-93.4% |