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 | $150,400 | $64,707+132.4% | $112,228+34.0% | $68,494+119.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.89% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $7,080 | $2,746+157.8% | $3,635+94.8% | $2,596+172.7% |
| Participant deferral / active EE | $11,473 | $3,565+221.8% | $4,728+142.7% | $4,027+184.9% |
| Admin fee / account holder | $24,918 | $5,232+376.3% | $6,410+288.7% | $5,403+361.2% |