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 | $190,990 | $77,813+145.4% | $123,544+54.6% | $64,186+197.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.22% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,244 | $3,014+140.3% | $4,628+56.5% | $2,381+204.2% |
| Participant deferral / active EE | $7,777 | $5,240+48.4% | $6,426+21.0% | $3,470+124.1% |
| Admin fee / account holder | $3,705 | $5,519-32.9% | $9,284-60.1% | $4,888-24.2% |