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 | $150,800 | $73,867+104.2% | $143,757+4.9% | $68,494+120.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.35% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,276 | $3,184+2.9% | $4,951-33.8% | $2,596+26.2% |
| Participant deferral / active EE | $8,405 | $3,384+148.3% | $5,637+49.1% | $4,027+108.7% |
| Admin fee / account holder | $1,497 | $5,755-74.0% | $14,673-89.8% | $5,403-72.3% |