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 | $173,929 | $45,863+279.2% | $77,024+125.8% | $68,494+153.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -17.82% | 1.72%-19.5pp | 42.32%-60.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,666 | $1,650+304.1% | $2,812+137.1% | $2,596+156.8% |
| Participant deferral / active EE | $7,509 | $2,962+153.5% | $4,426+69.6% | $4,027+86.4% |
| Admin fee / account holder | $3,701 | $3,041+21.7% | $5,425-31.8% | $5,403-31.5% |