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 | $117,942 | $77,813+51.6% | $123,544-4.5% | $64,186+83.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.98% | 12.48%-15.5pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $10,486 | $3,014+247.9% | $4,628+126.6% | $2,381+340.4% |
| Participant deferral / active EE | $8,242 | $5,240+57.3% | $6,426+28.3% | $3,470+137.6% |
| Admin fee / account holder | $4,888 | $5,519-11.4% | $9,284-47.3% | $4,8880% |