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 | $92,977 | $73,867+25.9% | $143,757-35.3% | $68,494+35.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.52% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $6,180 | $3,184+94.1% | $4,951+24.8% | $2,596+138.0% |
| Participant deferral / active EE | $5,786 | $3,384+70.9% | $5,637+2.6% | $4,027+43.7% |
| Admin fee / account holder | $27,135 | $5,755+371.5% | $14,673+84.9% | $5,403+402.3% |