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 | $244,937 | $175,600+39.5% | $129,110+89.7% | $134,475+82.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -9.35% | -11.39%+2.0pp | -10.94%+1.6pp | 417.96%-427.3pp |
| Employer contribution / active EE | $6,428 | $6,355+1.2% | $5,052+27.3% | $4,740+35.6% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20,486 | $23,567-13.1% | $14,302+43.2% | $11,426+79.3% |