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 | $155,941 | $73,867+111.1% | $143,757+8.5% | $68,494+127.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.16% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $6,469 | $3,184+103.2% | $4,951+30.7% | $2,596+149.2% |
| Participant deferral / active EE | $5,282 | $3,384+56.1% | $5,637-6.3% | $4,027+31.1% |
| Admin fee / account holder | $3,328 | $5,755-42.2% | $14,673-77.3% | $5,403-38.4% |