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 | $112,368 | $73,004+53.9% | $90,749+23.8% | $68,494+64.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.80% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,482 | $2,193+13.2% | $2,921-15.0% | $2,596-4.4% |
| Participant deferral / active EE | $6,628 | $3,627+82.8% | $4,564+45.2% | $4,027+64.6% |
| Admin fee / account holder | $5,121 | $5,896-13.1% | $8,445-39.4% | $5,403-5.2% |