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 | $114,266 | $73,867+54.7% | $143,757-20.5% | $68,494+66.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.65% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,862 | $3,184+115.5% | $4,951+38.6% | $2,596+164.3% |
| Participant deferral / active EE | $4,794 | $3,384+41.7% | $5,637-14.9% | $4,027+19.0% |
| Admin fee / account holder | $6,545 | $5,755+13.7% | $14,673-55.4% | $5,403+21.1% |