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 | $110,544 | $73,867+49.7% | $143,757-23.1% | $68,494+61.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.99% | 1.01%-14.0pp | -0.04%-12.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $5,143 | $3,184+61.5% | $4,951+3.9% | $2,596+98.1% |
| Participant deferral / active EE | $3,355 | $3,384-0.9% | $5,637-40.5% | $4,027-16.7% |
| Admin fee / account holder | $2,118 | $5,755-63.2% | $14,673-85.6% | $5,403-60.8% |