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 | $124,363 | $73,867+68.4% | $143,757-13.5% | $68,494+81.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.32% | 1.01%-0.7pp | -0.04%+0.4pp | -7.84%+8.2pp |
| Employer contribution / active EE | $4,198 | $3,184+31.9% | $4,951-15.2% | $2,596+61.7% |
| Participant deferral / active EE | $8,647 | $3,384+155.5% | $5,637+53.4% | $4,027+114.7% |
| Admin fee / account holder | $175,723 | $5,755+2953.6% | $14,673+1097.6% | $5,403+3152.5% |