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 | $116,438 | $82,664+40.9% | $125,339-7.1% | $68,494+70.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.14% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $3,807 | $3,381+12.6% | $4,814-20.9% | $2,596+46.6% |
| Participant deferral / active EE | $9,031 | $6,110+47.8% | $7,446+21.3% | $4,027+124.3% |
| Admin fee / account holder | $2,889 | $6,275-54.0% | $10,010-71.1% | $5,403-46.5% |