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 | $159,163 | $73,867+115.5% | $143,757+10.7% | $68,494+132.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.06% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $6,524 | $3,184+104.9% | $4,951+31.8% | $2,596+151.3% |
| Participant deferral / active EE | $5,189 | $3,384+53.3% | $5,637-7.9% | $4,027+28.9% |
| Admin fee / account holder | $5,791 | $5,755+0.6% | $14,673-60.5% | $5,403+7.2% |