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 | $220,801 | $77,813+183.8% | $123,544+78.7% | $64,186+244.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.88% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,022 | $3,014+166.2% | $4,628+73.3% | $2,381+237.0% |
| Participant deferral / active EE | $11,878 | $5,240+126.7% | $6,426+84.9% | $3,470+242.4% |
| Admin fee / account holder | $3,682 | $5,519-33.3% | $9,284-60.3% | $4,888-24.7% |