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 | $215,824 | $73,867+192.2% | $143,757+50.1% | $68,494+215.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.32% | 1.01%-13.3pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $9,342 | $3,184+193.4% | $4,951+88.7% | $2,596+259.8% |
| Participant deferral / active EE | $9,876 | $3,384+191.8% | $5,637+75.2% | $4,027+145.2% |
| Admin fee / account holder | $32,353 | $5,755+462.2% | $14,673+120.5% | $5,403+498.8% |