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 | $215,365 | $94,529+127.8% | $140,016+53.8% | $64,186+235.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.32% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-13.0pp |
| Employer contribution / active EE | $11,898 | $3,812+212.1% | $5,606+112.2% | $2,381+399.7% |
| Participant deferral / active EE | $18,465 | $5,250+251.7% | $6,927+166.6% | $3,470+432.2% |
| Admin fee / account holder | $23,286 | $6,741+245.4% | $10,705+117.5% | $4,888+376.4% |