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 | $135,876 | $82,286+65.1% | $68,791+97.5% | $134,475+1.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 1.25% | -2.19%+3.4pp | -6.38%+7.6pp | 417.96%-416.7pp |
| Employer contribution / active EE | $10,088 | $3,301+205.6% | $2,655+279.9% | $4,740+112.8% |
| Participant deferral / active EE | $9,086 | $4,739+91.7% | $3,941+130.5% | $6,400+42.0% |
| Admin fee / account holder | $198,850 | $6,481+2968.4% | $4,932+3932.0% | $11,426+1640.3% |