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 | $120,619 | $73,867+63.3% | $143,757-16.1% | $68,494+76.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.88% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $8,250 | $3,184+159.1% | $4,951+66.6% | $2,596+217.8% |
| Participant deferral / active EE | $4,095 | $3,384+21.0% | $5,637-27.4% | $4,027+1.7% |
| Admin fee / account holder | $11,132 | $5,755+93.4% | $14,673-24.1% | $5,403+106.0% |