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 | $139,293 | $52,681+164.4% | $75,781+83.8% | $59,632+133.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -2.41% | 2.95%-5.4pp | 9.68%-12.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $2,583 | $2,193+17.8% | $3,323-22.3% | $2,203+17.3% |
| Participant deferral / active EE | $4,545 | $2,591+75.4% | $3,651+24.5% | $3,192+42.4% |
| Admin fee / account holder | $4,284 | $3,610+18.7% | $5,299-19.2% | $4,297-0.3% |