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 | $143,992 | $90,590+58.9% | $90,782+58.6% | $135,375+6.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -6.28% | -3.40%-2.9pp | -3.42%-2.9pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,281 | $4,352-24.6% | $4,105-20.1% | $4,779-31.4% |
| Participant deferral / active EE | $2,074 | $5,407-61.6% | $5,366-61.3% | $5,609-63.0% |
| Admin fee / account holder | $1,871 | $7,683-75.6% | $5,908-68.3% | $10,827-82.7% |