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 | $205,716 | $73,867+178.5% | $143,757+43.1% | $68,494+200.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.26% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $8,851 | $3,184+178.0% | $4,951+78.8% | $2,596+240.9% |
| Participant deferral / active EE | $4,842 | $3,384+43.1% | $5,637-14.1% | $4,027+20.2% |
| Admin fee / account holder | $4,345 | $5,755-24.5% | $14,673-70.4% | $5,403-19.6% |