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 | $244,425 | $77,813+214.1% | $123,544+97.8% | $64,186+280.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.72% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $6,068 | $3,014+101.3% | $4,628+31.1% | $2,381+154.9% |
| Participant deferral / active EE | $5,905 | $5,240+12.7% | $6,426-8.1% | $3,470+70.2% |
| Admin fee / account holder | $6,072 | $5,519+10.0% | $9,284-34.6% | $4,888+24.2% |