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 | $123,509 | $73,867+67.2% | $143,757-14.1% | $68,494+80.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.82% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,671 | $3,184+78.1% | $4,951+14.5% | $2,596+118.4% |
| Participant deferral / active EE | $5,056 | $3,384+49.4% | $5,637-10.3% | $4,027+25.5% |
| Admin fee / account holder | $14,430 | $5,755+150.8% | $14,673-1.7% | $5,403+167.1% |