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 | $138,963 | $76,000+82.8% | $154,107-9.8% | $64,186+116.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.82% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,583 | $3,351+96.5% | $5,298+24.3% | $2,381+176.5% |
| Participant deferral / active EE | $4,801 | $3,175+51.2% | $5,081-5.5% | $3,470+38.4% |
| Admin fee / account holder | $491 | $5,596-91.2% | $13,411-96.3% | $4,888-89.9% |