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 | $120,038 | $77,813+54.3% | $123,544-2.8% | $64,186+87.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.06% | 12.48%-19.5pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $8,420 | $3,014+179.4% | $4,628+81.9% | $2,381+253.7% |
| Participant deferral / active EE | $10,509 | $5,240+100.6% | $6,426+63.6% | $3,470+202.9% |
| Admin fee / account holder | $7,982 | $5,519+44.6% | $9,284-14.0% | $4,888+63.3% |