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 | $167,661 | $73,867+127.0% | $143,757+16.6% | $68,494+144.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.83% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $7,244 | $3,184+127.5% | $4,951+46.3% | $2,596+179.0% |
| Participant deferral / active EE | $5,710 | $3,384+68.7% | $5,637+1.3% | $4,027+41.8% |
| Admin fee / account holder | $427 | $5,755-92.6% | $14,673-97.1% | $5,403-92.1% |