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 | $203,820 | $76,000+168.2% | $154,107+32.3% | $64,186+217.5% |
| Participation rate | 96.2% | 70.4%+25.8pp | 83.0%+13.2pp | 69.6%+26.7pp |
| Annual return | -4.66% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $10,175 | $3,351+203.7% | $5,298+92.1% | $2,381+327.4% |
| Participant deferral / active EE | $6,809 | $3,175+114.5% | $5,081+34.0% | $3,470+96.3% |
| Admin fee / account holder | $32,028 | $5,596+472.3% | $13,411+138.8% | $4,888+555.2% |