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 | $178,607 | $48,265+270.1% | $68,791+159.6% | $68,494+160.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -17.09% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $11,938 | $1,829+552.9% | $2,655+349.6% | $2,596+359.8% |
| Participant deferral / active EE | $9,868 | $2,867+244.2% | $3,941+150.4% | $4,027+145.0% |
| Admin fee / account holder | $18,206 | $4,355+318.0% | $4,932+269.1% | $5,403+237.0% |