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 | $148,025 | $73,867+100.4% | $143,757+3.0% | $68,494+116.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.74% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $13,321 | $3,184+318.4% | $4,951+169.1% | $2,596+413.1% |
| Participant deferral / active EE | $8,844 | $3,384+161.3% | $5,637+56.9% | $4,027+119.6% |
| Admin fee / account holder | $1,216 | $5,755-78.9% | $14,673-91.7% | $5,403-77.5% |