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 | $158,952 | $79,633+99.6% | $93,789+69.5% | $68,494+132.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -17.18% | -0.10%-17.1pp | -11.33%-5.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $7,175 | $3,665+95.8% | $4,323+66.0% | $2,596+176.3% |
| Participant deferral / active EE | $3,545 | $5,158-31.3% | $6,094-41.8% | $4,027-12.0% |
| Admin fee / account holder | $28,836 | $6,871+319.7% | $7,195+300.8% | $5,403+433.7% |