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 | $231,596 | $97,044+138.7% | $83,333+177.9% | $135,375+71.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.17% | 12.31%-15.5pp | 10.63%-13.8pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,809 | $4,143+16.1% | $3,379+42.3% | $4,779+0.6% |
| Participant deferral / active EE | $7,120 | $5,964+19.4% | $5,565+27.9% | $5,609+26.9% |
| Admin fee / account holder | $22,608 | $8,380+169.8% | $7,510+201.0% | $10,827+108.8% |