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 | $198,585 | $76,000+161.3% | $154,107+28.9% | $64,186+209.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.47% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $12,895 | $3,351+284.8% | $5,298+143.4% | $2,381+441.6% |
| Participant deferral / active EE | $7,244 | $3,175+128.1% | $5,081+42.6% | $3,470+108.8% |
| Admin fee / account holder | $8,035 | $5,596+43.6% | $13,411-40.1% | $4,888+64.4% |