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 7-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 | $175,077 | $117,690+48.8% | $71,735+144.1% | $134,475+30.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.12% | 25.44%-42.6pp | 9.14%-26.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,162 | $2,525-14.4% | $1,704+26.9% | $4,740-54.4% |
| Participant deferral / active EE | $24,000 | $3,759+538.4% | $2,658+803.0% | $6,400+275.0% |
| Admin fee / account holder | $1,265 | $6,379-80.2% | $3,974-68.2% | $11,426-88.9% |