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 | $160,261 | $105,860+51.4% | $90,749+76.6% | $134,475+19.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.22% | -11.01%-2.2pp | -12.16%-1.1pp | 417.96%-431.2pp |
| Employer contribution / active EE | $7,913 | $3,462+128.6% | $2,921+170.9% | $4,740+67.0% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,842 | $13,938-86.8% | $8,445-78.2% | $11,426-83.9% |