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 | $210,607 | $73,867+185.1% | $143,757+46.5% | $68,494+207.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.75% | 1.01%-8.8pp | -0.04%-7.7pp | -7.84%+0.1pp |
| Employer contribution / active EE | $8,482 | $3,184+166.4% | $4,951+71.3% | $2,596+226.7% |
| Participant deferral / active EE | $4,913 | $3,384+45.2% | $5,637-12.8% | $4,027+22.0% |
| Admin fee / account holder | $4,377 | $5,755-23.9% | $14,673-70.2% | $5,403-19.0% |