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 | $129,129 | $76,000+69.9% | $154,107-16.2% | $64,186+101.2% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -3.56% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $14,977 | $3,351+347.0% | $5,298+182.7% | $2,381+529.1% |
| Participant deferral / active EE | $8,714 | $3,175+174.4% | $5,081+71.5% | $3,470+151.1% |
| Admin fee / account holder | $14,353 | $5,596+156.5% | $13,411+7.0% | $4,888+193.6% |