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 | $100,847 | $48,265+108.9% | $68,791+46.6% | $68,494+47.2% |
| Participation rate | 90.6% | 60.7%+30.0pp | 69.0%+21.6pp | 67.9%+22.7pp |
| Annual return | -16.98% | -12.71%-4.3pp | -6.38%-10.6pp | -7.84%-9.1pp |
| Employer contribution / active EE | $4,607 | $1,829+151.9% | $2,655+73.5% | $2,596+77.4% |
| Participant deferral / active EE | $10,111 | $2,867+252.7% | $3,941+156.5% | $4,027+151.1% |
| Admin fee / account holder | $11,444 | $4,355+162.8% | $4,932+132.0% | $5,403+111.8% |