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 | $188,382 | $135,635+38.9% | $110,238+70.9% | $135,375+39.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.06% | 513.19%-513.1pp | 314.74%-314.7pp | 519.73%-519.7pp |
| Employer contribution / active EE | $13,999 | $4,906+185.3% | $3,826+265.8% | $4,779+192.9% |
| Participant deferral / active EE | $11,000 | $5,506+99.8% | $4,672+135.4% | $5,609+96.1% |
| Admin fee / account holder | $2,784 | $11,457-75.7% | $8,547-67.4% | $10,827-74.3% |