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 | $157,742 | $76,000+107.6% | $154,107+2.4% | $64,186+145.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.44% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,318 | $3,351+148.2% | $5,298+57.0% | $2,381+249.4% |
| Participant deferral / active EE | $8,463 | $3,175+166.5% | $5,081+66.6% | $3,470+143.9% |
| Admin fee / account holder | $10,892 | $5,596+94.6% | $13,411-18.8% | $4,888+122.8% |