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 | $211,383 | $64,707+226.7% | $112,228+88.4% | $68,494+208.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -7.95% | -11.40%+3.4pp | 27.45%-35.4pp | -7.84%-0.1pp |
| Employer contribution / active EE | $7,187 | $2,746+161.7% | $3,635+97.7% | $2,596+176.8% |
| Participant deferral / active EE | $6,369 | $3,565+78.7% | $4,728+34.7% | $4,027+58.1% |
| Admin fee / account holder | $12,975 | $5,232+148.0% | $6,410+102.4% | $5,403+140.2% |