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 | $189,740 | $92,222+105.7% | $76,768+147.2% | $135,375+40.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.44% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $14,438 | $3,216+349.0% | $2,485+481.0% | $4,779+202.1% |
| Participant deferral / active EE | $8,108 | $4,509+79.8% | $3,852+110.5% | $5,609+44.6% |
| Admin fee / account holder | $1,047 | $10,748-90.3% | $6,675-84.3% | $10,827-90.3% |