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 | $134,858 | $82,664+63.1% | $125,339+7.6% | $68,494+96.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.97% | -5.97%-8.0pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,834 | $3,381+13.4% | $4,814-20.4% | $2,596+47.7% |
| Participant deferral / active EE | $5,325 | $6,110-12.8% | $7,446-28.5% | $4,027+32.2% |
| Admin fee / account holder | $13,838 | $6,275+120.5% | $10,010+38.3% | $5,403+156.1% |