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 9-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 | $142,731 | $77,813+83.4% | $123,544+15.5% | $64,186+122.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.48% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $8,639 | $3,014+186.6% | $4,628+86.7% | $2,381+262.9% |
| Participant deferral / active EE | $5,687 | $5,240+8.5% | $6,426-11.5% | $3,470+63.9% |
| Admin fee / account holder | $1,410 | $5,519-74.5% | $9,284-84.8% | $4,888-71.2% |