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 | $144,565 | $77,813+85.8% | $123,544+17.0% | $64,186+125.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.22% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $7,577 | $3,014+151.4% | $4,628+63.7% | $2,381+218.3% |
| Participant deferral / active EE | $4,992 | $5,240-4.7% | $6,426-22.3% | $3,470+43.9% |
| Admin fee / account holder | $6,518 | $5,519+18.1% | $9,284-29.8% | $4,888+33.3% |