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 | $140,889 | $78,694+79.0% | $67,652+108.3% | $125,391+12.4% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | -1.88% | 9.46%-11.3pp | 6625.04%-6626.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,068 | $3,044-64.9% | $2,266-52.9% | $4,866-78.1% |
| Participant deferral / active EE | $5,338 | $4,292+24.4% | $3,560+50.0% | $5,352-0.3% |
| Admin fee / account holder | $12,080 | $7,403+63.2% | $4,821+150.6% | $9,540+26.6% |