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 | $193,787 | $72,177+168.5% | $115,037+68.5% | $59,632+225.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.26% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $15,653 | $2,841+450.9% | $4,608+239.7% | $2,203+610.7% |
| Participant deferral / active EE | $14,821 | $4,783+209.9% | $6,026+145.9% | $3,192+364.4% |
| Admin fee / account holder | $14,420 | $4,927+192.7% | $8,175+76.4% | $4,297+235.6% |