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 | $169,219 | $59,805+183.0% | $79,550+112.7% | $68,494+147.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.19% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,029 | $1,505+234.2% | $2,413+108.4% | $2,596+93.7% |
| Participant deferral / active EE | $4,157 | $3,024+37.4% | $3,985+4.3% | $4,027+3.2% |
| Admin fee / account holder | $52,004 | $4,835+975.6% | $6,832+661.1% | $5,403+862.6% |