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 | $108,605 | $76,000+42.9% | $154,107-29.5% | $64,186+69.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.87% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,557 | $3,351+6.2% | $5,298-32.9% | $2,381+49.4% |
| Participant deferral / active EE | $7,290 | $3,175+129.6% | $5,081+43.5% | $3,470+110.1% |
| Admin fee / account holder | $644 | $5,596-88.5% | $13,411-95.2% | $4,888-86.8% |