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 | $145,858 | $82,286+77.3% | $68,791+112.0% | $134,475+8.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.08% | -2.19%-5.9pp | -6.38%-1.7pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,019 | $3,301-69.1% | $2,655-61.6% | $4,740-78.5% |
| Participant deferral / active EE | $5,192 | $4,739+9.6% | $3,941+31.7% | $6,400-18.9% |
| Admin fee / account holder | $107,656 | $6,481+1561.2% | $4,932+2082.9% | $11,426+842.2% |