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 | $220,366 | $73,867+198.3% | $143,757+53.3% | $68,494+221.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.75% | 1.01%-10.8pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $4,343 | $3,184+36.4% | $4,951-12.3% | $2,596+67.3% |
| Participant deferral / active EE | $9,584 | $3,384+183.2% | $5,637+70.0% | $4,027+138.0% |
| Admin fee / account holder | $1,834 | $5,755-68.1% | $14,673-87.5% | $5,403-66.1% |