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 | $186,905 | $76,000+145.9% | $154,107+21.3% | $64,186+191.2% |
| Participation rate | 92.7% | 70.4%+22.3pp | 83.0%+9.6pp | 69.6%+23.1pp |
| Annual return | -6.47% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,589 | $3,351-22.7% | $5,298-51.1% | $2,381+8.7% |
| Participant deferral / active EE | $5,906 | $3,175+86.0% | $5,081+16.3% | $3,470+70.2% |
| Admin fee / account holder | $2,862 | $5,596-48.9% | $13,411-78.7% | $4,888-41.4% |