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 | $115,359 | $52,519+119.6% | $155,790-26.0% | $59,632+93.5% |
| Participation rate | 74.0% | 61.7%+12.3pp | 76.1%-2.1pp | 68.7%+5.3pp |
| Annual return | 0.09% | 53.51%-53.4pp | 71.54%-71.5pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,915 | $1,589+20.5% | $3,836-50.1% | $2,203-13.0% |
| Participant deferral / active EE | $5,283 | $3,084+71.3% | $4,797+10.1% | $3,192+65.5% |
| Admin fee / account holder | $15,603 | $3,540+340.8% | $7,478+108.7% | $4,297+263.1% |