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 | $110,487 | $76,000+45.4% | $154,107-28.3% | $64,186+72.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,798 | $3,351+73.0% | $5,298+9.5% | $2,381+143.5% |
| Participant deferral / active EE | $5,803 | $3,175+82.8% | $5,081+14.2% | $3,470+67.2% |
| Admin fee / account holder | $5,747 | $5,596+2.7% | $13,411-57.1% | $4,888+17.6% |