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 | $151,868 | $94,529+60.7% | $140,016+8.5% | $64,186+136.6% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -5.32% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $19,280 | $3,812+405.7% | $5,606+243.9% | $2,381+709.8% |
| Participant deferral / active EE | $16,859 | $5,250+221.1% | $6,927+143.4% | $3,470+385.9% |
| Admin fee / account holder | $5,233 | $6,741-22.4% | $10,705-51.1% | $4,888+7.1% |