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 | $143,180 | $73,867+93.8% | $143,757-0.4% | $68,494+109.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.91% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $7,439 | $3,184+133.6% | $4,951+50.3% | $2,596+186.5% |
| Participant deferral / active EE | $5,808 | $3,384+71.6% | $5,637+3.0% | $4,027+44.2% |
| Admin fee / account holder | $6,914 | $5,755+20.1% | $14,673-52.9% | $5,403+28.0% |