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 | $157,092 | $69,518+126.0% | $59,878+162.4% | $135,375+16.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.60% | 7.94%-14.5pp | 3.46%-10.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $13,852 | $3,235+328.2% | $2,722+408.9% | $4,779+189.9% |
| Participant deferral / active EE | $19,327 | $4,206+359.5% | $3,402+468.1% | $5,609+244.6% |
| Admin fee / account holder | $754 | $5,734-86.8% | $3,590-79.0% | $10,827-93.0% |