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 | $166,744 | $77,813+114.3% | $123,544+35.0% | $64,186+159.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.81% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,683 | $3,014+121.8% | $4,628+44.4% | $2,381+180.7% |
| Participant deferral / active EE | $11,894 | $5,240+127.0% | $6,426+85.1% | $3,470+242.8% |
| Admin fee / account holder | $9,506 | $5,519+72.3% | $9,284+2.4% | $4,888+94.5% |