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 | $147,443 | $72,404+103.6% | $110,238+33.7% | $64,186+129.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.35% | -6.29%+1.9pp | 314.74%-319.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,085 | $2,282+79.0% | $3,826+6.7% | $2,381+71.6% |
| Participant deferral / active EE | $5,610 | $3,469+61.7% | $4,672+20.1% | $3,470+61.7% |
| Admin fee / account holder | $22,410 | $5,664+295.6% | $8,547+162.2% | $4,888+358.5% |