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 | $155,284 | $57,354+170.7% | $83,848+85.2% | $64,186+141.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.49% | 11.38%-13.9pp | 850.88%-853.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,862 | $2,545+12.4% | $3,631-21.2% | $2,381+20.2% |
| Participant deferral / active EE | $2,239 | $2,993-25.2% | $4,082-45.1% | $3,470-35.5% |
| Admin fee / account holder | $4,018 | $4,046-0.7% | $5,478-26.7% | $4,888-17.8% |