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 | $217,251 | $76,000+185.9% | $154,107+41.0% | $64,186+238.5% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $10,005 | $3,351+198.6% | $5,298+88.9% | $2,381+320.2% |
| Participant deferral / active EE | $6,456 | $3,175+103.3% | $5,081+27.1% | $3,470+86.1% |
| Admin fee / account holder | $6,110 | $5,596+9.2% | $13,411-54.4% | $4,888+25.0% |