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 | $105,175 | $72,404+45.3% | $110,238-4.6% | $64,186+63.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.34% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,790 | $2,282+153.8% | $3,826+51.3% | $2,381+143.2% |
| Participant deferral / active EE | $4,953 | $3,469+42.8% | $4,672+6.0% | $3,470+42.8% |
| Admin fee / account holder | $5,576 | $5,664-1.6% | $8,547-34.8% | $4,888+14.1% |