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 | $125,747 | $73,867+70.2% | $143,757-12.5% | $68,494+83.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.11% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $7,773 | $3,184+144.1% | $4,951+57.0% | $2,596+199.4% |
| Participant deferral / active EE | $4,762 | $3,384+40.7% | $5,637-15.5% | $4,027+18.3% |
| Admin fee / account holder | $8,165 | $5,755+41.9% | $14,673-44.4% | $5,403+51.1% |