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 5-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 | $189,601 | $100,754+88.2% | $86,677+118.7% | $134,475+41.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.05% | 29.04%-47.1pp | 35.91%-54.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,623 | $3,489+3.8% | $2,836+27.7% | $4,740-23.6% |
| Participant deferral / active EE | $7,050 | $5,338+32.1% | $4,656+51.4% | $6,400+10.2% |
| Admin fee / account holder | $1,773 | $10,926-83.8% | $7,493-76.3% | $11,426-84.5% |