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 | $243,349 | $73,867+229.4% | $143,757+69.3% | $68,494+255.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.01% | 1.01%-13.0pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $12,402 | $3,184+289.5% | $4,951+150.5% | $2,596+377.7% |
| Participant deferral / active EE | $13,087 | $3,384+286.7% | $5,637+132.2% | $4,027+225.0% |
| Admin fee / account holder | $48,507 | $5,755+742.9% | $14,673+230.6% | $5,403+797.8% |