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 | $182,457 | $77,813+134.5% | $123,544+47.7% | $64,186+184.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.17% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $4,679 | $3,014+55.3% | $4,628+1.1% | $2,381+96.5% |
| Participant deferral / active EE | $5,841 | $5,240+11.5% | $6,426-9.1% | $3,470+68.4% |
| Admin fee / account holder | $1,500 | $5,519-72.8% | $9,284-83.8% | $4,888-69.3% |