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 | $235,120 | $73,867+218.3% | $143,757+63.6% | $68,494+243.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.70% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $8,667 | $3,184+172.2% | $4,951+75.1% | $2,596+233.8% |
| Participant deferral / active EE | $3,384 | $3,3840% | $5,637-40.0% | $4,027-16.0% |
| Admin fee / account holder | $4,957 | $5,755-13.9% | $14,673-66.2% | $5,403-8.2% |