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 | $131,325 | $77,813+68.8% | $123,544+6.3% | $64,186+104.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.79% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $7,311 | $3,014+142.6% | $4,628+58.0% | $2,381+207.1% |
| Participant deferral / active EE | $4,090 | $5,240-22.0% | $6,426-36.4% | $3,470+17.9% |
| Admin fee / account holder | $981 | $5,519-82.2% | $9,284-89.4% | $4,888-79.9% |