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 | $113,942 | $73,867+54.3% | $143,757-20.7% | $68,494+66.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.51% | 1.01%-10.5pp | -0.04%-9.5pp | -7.84%-1.7pp |
| Employer contribution / active EE | $5,569 | $3,184+74.9% | $4,951+12.5% | $2,596+114.5% |
| Participant deferral / active EE | $2,364 | $3,384-30.2% | $5,637-58.1% | $4,027-41.3% |
| Admin fee / account holder | $872 | $5,755-84.8% | $14,673-94.1% | $5,403-83.9% |