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 | $195,444 | $71,480+173.4% | $90,782+115.3% | $64,186+204.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -3.61% | -4.25%+0.6pp | -3.42%-0.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,252 | $3,415-4.8% | $4,105-20.8% | $2,381+36.6% |
| Participant deferral / active EE | $10,232 | $4,302+137.8% | $5,366+90.7% | $3,470+194.9% |
| Admin fee / account holder | $7,112 | $6,309+12.7% | $5,908+20.4% | $4,888+45.5% |