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 | $185,116 | $69,518+166.3% | $59,878+209.2% | $135,375+36.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.73% | 7.94%-11.7pp | 3.46%-7.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $9,426 | $3,235+191.4% | $2,722+246.3% | $4,779+97.2% |
| Participant deferral / active EE | $11,743 | $4,206+179.2% | $3,402+245.2% | $5,609+109.4% |
| Admin fee / account holder | $32,086 | $5,734+459.5% | $3,590+793.7% | $10,827+196.3% |