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 | $176,029 | $72,404+143.1% | $110,238+59.7% | $64,186+174.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.43% | -6.29%-1.1pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $11,599 | $2,282+408.4% | $3,826+203.1% | $2,381+387.2% |
| Participant deferral / active EE | $7,746 | $3,469+123.3% | $4,672+65.8% | $3,470+123.3% |
| Admin fee / account holder | $8,566 | $5,664+51.2% | $8,547+0.2% | $4,888+75.3% |