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 | $167,293 | $73,867+126.5% | $143,757+16.4% | $68,494+144.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.30% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $9,825 | $3,184+208.6% | $4,951+98.4% | $2,596+278.4% |
| Participant deferral / active EE | $6,230 | $3,384+84.1% | $5,637+10.5% | $4,027+54.7% |
| Admin fee / account holder | $1,975 | $5,755-65.7% | $14,673-86.5% | $5,403-63.5% |