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 | $179,003 | $49,177+264.0% | $79,464+125.3% | $64,186+178.9% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -4.68% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,946 | $2,076+138.2% | $2,800+76.6% | $2,381+107.8% |
| Participant deferral / active EE | $1,807 | $2,821-36.0% | $3,704-51.2% | $3,470-47.9% |
| Admin fee / account holder | $53,372 | $3,839+1290.3% | $5,113+943.9% | $4,888+991.9% |