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 | $245,530 | $73,867+232.4% | $143,757+70.8% | $68,494+258.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -5.71% | 1.01%-6.7pp | -0.04%-5.7pp | -7.84%+2.1pp |
| Employer contribution / active EE | $14,575 | $3,184+357.7% | $4,951+194.4% | $2,596+461.4% |
| Participant deferral / active EE | $12,417 | $3,384+266.9% | $5,637+120.3% | $4,027+208.3% |
| Admin fee / account holder | $197,702 | $5,755+3335.5% | $14,673+1247.4% | $5,403+3559.3% |