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 | $201,269 | $72,404+178.0% | $110,238+82.6% | $64,186+213.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.04% | -6.29%+3.2pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,978 | $2,282+30.5% | $3,826-22.2% | $2,381+25.1% |
| Participant deferral / active EE | $6,421 | $3,469+85.1% | $4,672+37.4% | $3,470+85.1% |
| Admin fee / account holder | $31,456 | $5,664+455.3% | $8,547+268.0% | $4,888+543.5% |