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 | $158,395 | $57,354+176.2% | $83,848+88.9% | $64,186+146.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.22% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $5,138 | $2,545+101.9% | $3,631+41.5% | $2,381+115.8% |
| Participant deferral / active EE | $3,151 | $2,993+5.3% | $4,082-22.8% | $3,470-9.2% |
| Admin fee / account holder | $31,603 | $4,046+681.2% | $5,478+476.9% | $4,888+546.5% |