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 | $186,651 | $94,529+97.5% | $140,016+33.3% | $64,186+190.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.46% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,727 | $3,812+76.5% | $5,606+20.0% | $2,381+182.6% |
| Participant deferral / active EE | $17,558 | $5,250+234.4% | $6,927+153.5% | $3,470+406.1% |
| Admin fee / account holder | $10,032 | $6,741+48.8% | $10,705-6.3% | $4,888+105.2% |