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 9-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 | $125,865 | $59,805+110.5% | $79,550+58.2% | $68,494+83.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.30% | -12.30%-1.0pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $7,143 | $1,505+374.6% | $2,413+196.0% | $2,596+175.1% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,883 | $4,835+21.7% | $6,832-13.9% | $5,403+8.9% |