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 | $147,099 | $57,354+156.5% | $83,848+75.4% | $64,186+129.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.15% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,952 | $2,545+16.0% | $3,631-18.7% | $2,381+24.0% |
| Participant deferral / active EE | $7,068 | $2,993+136.1% | $4,082+73.2% | $3,470+103.7% |
| Admin fee / account holder | $19,904 | $4,046+392.0% | $5,478+263.3% | $4,888+307.2% |