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 9-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 | $142,869 | $99,032+44.3% | $80,019+78.5% | $135,375+5.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.75% | 15.39%-18.1pp | 11.22%-14.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,266 | $3,043+7.3% | $2,468+32.3% | $4,779-31.7% |
| Participant deferral / active EE | $4,299 | $4,282+0.4% | $3,686+16.6% | $5,609-23.4% |
| Admin fee / account holder | $1,033 | $10,436-90.1% | $6,521-84.2% | $10,827-90.5% |