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 | $152,125 | $95,193+59.8% | $76,523+98.8% | $135,375+12.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.64% | 4.85%-12.5pp | -0.27%-7.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $6,264 | $3,302+89.7% | $2,647+136.6% | $4,779+31.1% |
| Participant deferral / active EE | $11,278 | $4,639+143.1% | $3,835+194.0% | $5,609+101.1% |
| Admin fee / account holder | $6,250 | $6,2490% | $4,848+28.9% | $10,827-42.3% |