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 | $240,073 | $73,867+225.0% | $143,757+67.0% | $68,494+250.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.97% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $6,070 | $3,184+90.6% | $4,951+22.6% | $2,596+133.8% |
| Participant deferral / active EE | $9,552 | $3,384+182.2% | $5,637+69.5% | $4,027+137.2% |
| Admin fee / account holder | $16,543 | $5,755+187.5% | $14,673+12.7% | $5,403+206.2% |