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 | $113,063 | $82,664+36.8% | $125,339-9.8% | $68,494+65.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.40% | -5.97%-5.4pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $5,602 | $3,381+65.7% | $4,814+16.4% | $2,596+115.8% |
| Participant deferral / active EE | $8,412 | $6,110+37.7% | $7,446+13.0% | $4,027+108.9% |
| Admin fee / account holder | $2,291 | $6,275-63.5% | $10,010-77.1% | $5,403-57.6% |