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 | $156,950 | $76,000+106.5% | $154,107+1.8% | $64,186+144.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.31% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $10,654 | $3,351+218.0% | $5,298+101.1% | $2,381+347.5% |
| Participant deferral / active EE | $7,026 | $3,175+121.3% | $5,081+38.3% | $3,470+102.5% |
| Admin fee / account holder | $20,512 | $5,596+266.5% | $13,411+53.0% | $4,888+319.6% |