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 | $134,110 | $77,813+72.3% | $123,544+8.6% | $64,186+108.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.78% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $9,527 | $3,014+216.1% | $4,628+105.9% | $2,381+300.1% |
| Participant deferral / active EE | $6,526 | $5,240+24.6% | $6,426+1.6% | $3,470+88.1% |
| Admin fee / account holder | $3,413 | $5,519-38.1% | $9,284-63.2% | $4,888-30.2% |