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 | $208,937 | $75,828+175.5% | $147,614+41.5% | $59,632+250.4% |
| Participation rate | 92.6% | 71.6%+21.0pp | 84.6%+8.0pp | 68.7%+23.9pp |
| Annual return | -0.99% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $9,200 | $3,485+164.0% | $5,564+65.3% | $2,203+317.7% |
| Participant deferral / active EE | $4,999 | $3,130+59.7% | $4,895+2.1% | $3,192+56.6% |
| Admin fee / account holder | $8,300 | $5,985+38.7% | $11,611-28.5% | $4,297+93.1% |