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 | $141,946 | $76,000+86.8% | $154,107-7.9% | $64,186+121.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.73% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,286 | $3,351+27.9% | $5,298-19.1% | $2,381+80.0% |
| Participant deferral / active EE | $8,453 | $3,175+166.2% | $5,081+66.4% | $3,470+143.6% |
| Admin fee / account holder | $7,183 | $5,596+28.4% | $13,411-46.4% | $4,888+47.0% |