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 | $102,528 | $53,162+92.9% | $91,220+12.4% | $68,494+49.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.41% | -3.14%-13.3pp | 114.01%-130.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $10,352 | $1,709+505.6% | $2,850+263.2% | $2,596+298.7% |
| Participant deferral / active EE | $4,994 | $2,974+67.9% | $4,234+18.0% | $4,027+24.0% |
| Admin fee / account holder | $4,967 | $4,493+10.5% | $5,420-8.4% | $5,403-8.1% |