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 | $238,708 | $90,590+163.5% | $90,782+162.9% | $135,375+76.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -5.46% | -3.40%-2.1pp | -3.42%-2.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,306 | $4,352-47.0% | $4,105-43.8% | $4,779-51.7% |
| Participant deferral / active EE | $9,168 | $5,407+69.6% | $5,366+70.9% | $5,609+63.5% |
| Admin fee / account holder | $29,238 | $7,683+280.5% | $5,908+394.9% | $10,827+170.0% |