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 | $128,038 | $62,586+104.6% | $76,768+66.8% | $64,186+99.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,356 | $1,832+137.8% | $2,485+75.3% | $2,381+83.0% |
| Participant deferral / active EE | $5,829 | $3,145+85.4% | $3,852+51.3% | $3,470+68.0% |
| Admin fee / account holder | $1,303 | $4,667-72.1% | $6,675-80.5% | $4,888-73.4% |