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 | $155,229 | $72,404+114.4% | $110,238+40.8% | $64,186+141.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.20% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $11,654 | $2,282+410.8% | $3,826+204.6% | $2,381+389.5% |
| Participant deferral / active EE | $7,050 | $3,469+103.2% | $4,672+50.9% | $3,470+103.2% |
| Admin fee / account holder | $7,959 | $5,664+40.5% | $8,547-6.9% | $4,888+62.8% |