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 | $211,741 | $76,000+178.6% | $154,107+37.4% | $64,186+229.9% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -5.51% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,911 | $3,351+136.1% | $5,298+49.3% | $2,381+232.3% |
| Participant deferral / active EE | $5,168 | $3,175+62.8% | $5,081+1.7% | $3,470+48.9% |
| Admin fee / account holder | $20,477 | $5,596+265.9% | $13,411+52.7% | $4,888+318.9% |