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 | $219,801 | $62,586+251.2% | $76,768+186.3% | $64,186+242.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -3.53% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $4,000 | $1,832+118.4% | $2,485+61.0% | $2,381+68.0% |
| Participant deferral / active EE | $4,613 | $3,145+46.7% | $3,852+19.8% | $3,470+32.9% |
| Admin fee / account holder | $571 | $4,667-87.8% | $6,675-91.4% | $4,888-88.3% |