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 | $216,987 | $100,754+115.4% | $86,677+150.3% | $134,475+61.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.29% | 29.04%-42.3pp | 35.91%-49.2pp | 417.96%-431.3pp |
| Employer contribution / active EE | $3,593 | $3,489+3.0% | $2,836+26.7% | $4,740-24.2% |
| Participant deferral / active EE | $4,385 | $5,338-17.8% | $4,656-5.8% | $6,400-31.5% |
| Admin fee / account holder | $8,919 | $10,926-18.4% | $7,493+19.0% | $11,426-21.9% |