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 | $127,548 | $52,836+141.4% | $105,738+20.6% | $64,186+98.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -3.81% | 14.30%-18.1pp | 6.27%-10.1pp | 7.63%-11.4pp |
| Employer contribution / active EE | $7,930 | $1,827+334.0% | $3,268+142.6% | $2,381+233.1% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,854 | $3,959-27.9% | $6,913-58.7% | $4,888-41.6% |