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 | $123,546 | $73,867+67.3% | $143,757-14.1% | $68,494+80.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.25% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $9,786 | $3,184+207.3% | $4,951+97.7% | $2,596+276.9% |
| Participant deferral / active EE | $6,956 | $3,384+105.5% | $5,637+23.4% | $4,027+72.7% |
| Admin fee / account holder | $10,084 | $5,755+75.2% | $14,673-31.3% | $5,403+86.6% |