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 | $156,037 | $73,867+111.2% | $143,757+8.5% | $68,494+127.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.43% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $10,522 | $3,184+230.4% | $4,951+112.5% | $2,596+305.3% |
| Participant deferral / active EE | $6,010 | $3,384+77.6% | $5,637+6.6% | $4,027+49.2% |
| Admin fee / account holder | $10,599 | $5,755+84.2% | $14,673-27.8% | $5,403+96.2% |