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 | $169,830 | $77,813+118.3% | $123,544+37.5% | $64,186+164.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.60% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $7,728 | $3,014+156.4% | $4,628+67.0% | $2,381+224.6% |
| Participant deferral / active EE | $9,523 | $5,240+81.7% | $6,426+48.2% | $3,470+174.5% |
| Admin fee / account holder | $6,894 | $5,519+24.9% | $9,284-25.7% | $4,888+41.0% |