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 | $197,725 | $75,828+160.8% | $147,614+33.9% | $59,632+231.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.55% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $7,706 | $3,485+121.2% | $5,564+38.5% | $2,203+249.9% |
| Participant deferral / active EE | $6,176 | $3,130+97.3% | $4,895+26.2% | $3,192+93.5% |
| Admin fee / account holder | $2,704 | $5,985-54.8% | $11,611-76.7% | $4,297-37.1% |