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 | $150,763 | $73,867+104.1% | $143,757+4.9% | $68,494+120.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.27% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $10,656 | $3,184+234.7% | $4,951+115.2% | $2,596+310.4% |
| Participant deferral / active EE | $6,400 | $3,384+89.1% | $5,637+13.5% | $4,027+58.9% |
| Admin fee / account holder | $53,567 | $5,755+830.8% | $14,673+265.1% | $5,403+891.5% |