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 | $121,518 | $73,867+64.5% | $143,757-15.5% | $68,494+77.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -2.36% | 1.01%-3.4pp | -0.04%-2.3pp | -7.84%+5.5pp |
| Employer contribution / active EE | $5,357 | $3,184+68.2% | $4,951+8.2% | $2,596+106.3% |
| Participant deferral / active EE | $4,507 | $3,384+33.2% | $5,637-20.0% | $4,027+11.9% |
| Admin fee / account holder | $3,305 | $5,755-42.6% | $14,673-77.5% | $5,403-38.8% |