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 | $183,378 | $76,000+141.3% | $154,107+19.0% | $64,186+185.7% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -2.98% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $6,260 | $3,351+86.8% | $5,298+18.2% | $2,381+162.9% |
| Participant deferral / active EE | $3,102 | $3,175-2.3% | $5,081-39.0% | $3,470-10.6% |
| Admin fee / account holder | $24,338 | $5,596+334.9% | $13,411+81.5% | $4,888+397.9% |