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 | $189,064 | $76,000+148.8% | $154,107+22.7% | $64,186+194.6% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -2.70% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $9,124 | $3,351+172.3% | $5,298+72.2% | $2,381+283.2% |
| Participant deferral / active EE | $7,261 | $3,175+128.7% | $5,081+42.9% | $3,470+109.3% |
| Admin fee / account holder | $17,926 | $5,596+220.3% | $13,411+33.7% | $4,888+266.7% |