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 | $186,704 | $71,883+159.7% | $86,677+115.4% | $68,494+172.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -11.46% | 3.52%-15.0pp | 35.91%-47.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $5,584 | $2,173+157.0% | $2,836+96.9% | $2,596+115.1% |
| Participant deferral / active EE | $6,730 | $3,779+78.1% | $4,656+44.5% | $4,027+67.1% |
| Admin fee / account holder | $11,692 | $6,112+91.3% | $7,493+56.0% | $5,403+116.4% |