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 | $213,093 | $94,529+125.4% | $140,016+52.2% | $64,186+232.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.75% | 7.77%-12.5pp | 651.12%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $6,631 | $3,812+73.9% | $5,606+18.3% | $2,381+178.5% |
| Participant deferral / active EE | $9,477 | $5,250+80.5% | $6,927+36.8% | $3,470+173.1% |
| Admin fee / account holder | $16,509 | $6,741+144.9% | $10,705+54.2% | $4,888+237.7% |