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 | $152,857 | $77,813+96.4% | $123,544+23.7% | $64,186+138.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.58% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $8,568 | $3,014+184.3% | $4,628+85.1% | $2,381+259.9% |
| Participant deferral / active EE | $7,418 | $5,240+41.6% | $6,426+15.5% | $3,470+113.8% |
| Admin fee / account holder | $664 | $5,519-88.0% | $9,284-92.8% | $4,888-86.4% |