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 | $118,362 | $76,000+55.7% | $154,107-23.2% | $64,186+84.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.58% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,332 | $3,351+29.3% | $5,298-18.2% | $2,381+81.9% |
| Participant deferral / active EE | $4,256 | $3,175+34.1% | $5,081-16.2% | $3,470+22.7% |
| Admin fee / account holder | $3,813 | $5,596-31.9% | $13,411-71.6% | $4,888-22.0% |