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 | $206,331 | $48,265+327.5% | $68,791+199.9% | $68,494+201.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -14.57% | -12.71%-1.9pp | -6.38%-8.2pp | -7.84%-6.7pp |
| Employer contribution / active EE | $12,935 | $1,829+607.3% | $2,655+387.2% | $2,596+398.2% |
| Participant deferral / active EE | $6,938 | $2,867+142.0% | $3,941+76.0% | $4,027+72.3% |
| Admin fee / account holder | $19,812 | $4,355+354.9% | $4,932+301.7% | $5,403+266.7% |