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 | $145,035 | $42,894+238.1% | $60,874+138.3% | $68,494+111.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.85% | -13.98%-0.9pp | 16.90%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $7,211 | $1,978+264.6% | $2,701+166.9% | $2,596+177.7% |
| Participant deferral / active EE | $8,932 | $2,867+211.6% | $3,817+134.0% | $4,027+121.8% |
| Admin fee / account holder | $4,154 | $3,101+34.0% | $3,224+28.8% | $5,403-23.1% |