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 | $123,956 | $94,529+31.1% | $140,016-11.5% | $64,186+93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.15% | 7.77%-14.9pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,890 | $3,812+2.0% | $5,606-30.6% | $2,381+63.4% |
| Participant deferral / active EE | $7,550 | $5,250+43.8% | $6,927+9.0% | $3,470+117.6% |
| Admin fee / account holder | $3,047 | $6,741-54.8% | $10,705-71.5% | $4,888-37.7% |