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 | $146,158 | $57,354+154.8% | $83,848+74.3% | $64,186+127.7% |
| Participation rate | 95.9% | 68.6%+27.3pp | 76.1%+19.8pp | 69.6%+26.4pp |
| Annual return | -3.80% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $11,886 | $2,545+367.0% | $3,631+227.4% | $2,381+399.3% |
| Participant deferral / active EE | $12,799 | $2,993+327.6% | $4,082+213.6% | $3,470+268.9% |
| Admin fee / account holder | $78,279 | $4,046+1834.9% | $5,478+1328.9% | $4,888+1501.4% |