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 | $155,041 | $92,222+68.1% | $76,768+102.0% | $135,375+14.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -3.32% | 5.46%-8.8pp | 2.43%-5.8pp | 519.73%-523.1pp |
| Employer contribution / active EE | $5,199 | $3,216+61.7% | $2,485+109.2% | $4,779+8.8% |
| Participant deferral / active EE | $8,209 | $4,509+82.1% | $3,852+113.1% | $5,609+46.4% |
| Admin fee / account holder | $823 | $10,748-92.3% | $6,675-87.7% | $10,827-92.4% |