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 | $160,964 | $73,867+117.9% | $143,757+12.0% | $68,494+135.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.53% | 1.01%-12.5pp | -0.04%-11.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $6,928 | $3,184+117.6% | $4,951+39.9% | $2,596+166.8% |
| Participant deferral / active EE | $4,423 | $3,384+30.7% | $5,637-21.5% | $4,027+9.8% |
| Admin fee / account holder | $4,566 | $5,755-20.7% | $14,673-68.9% | $5,403-15.5% |