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 | $176,814 | $73,867+139.4% | $143,757+23.0% | $68,494+158.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -1.45% | 1.01%-2.5pp | -0.04%-1.4pp | -7.84%+6.4pp |
| Employer contribution / active EE | $6,709 | $3,184+110.7% | $4,951+35.5% | $2,596+158.4% |
| Participant deferral / active EE | $5,212 | $3,384+54.0% | $5,637-7.5% | $4,027+29.4% |
| Admin fee / account holder | $2,956 | $5,755-48.6% | $14,673-79.9% | $5,403-45.3% |