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 | $138,017 | $81,900+68.5% | $119,609+15.4% | $68,494+101.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.82% | -23.82%+11.0pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $15,840 | $2,693+488.1% | $4,232+274.3% | $2,596+510.1% |
| Participant deferral / active EE | $2,926 | $4,148-29.4% | $5,602-47.8% | $4,027-27.3% |
| Admin fee / account holder | $2,522 | $6,582-61.7% | $10,323-75.6% | $5,403-53.3% |