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 | $110,767 | $76,000+45.7% | $154,107-28.1% | $64,186+72.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.56% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $6,019 | $3,351+79.6% | $5,298+13.6% | $2,381+152.8% |
| Participant deferral / active EE | $3,932 | $3,175+23.8% | $5,081-22.6% | $3,470+13.3% |
| Admin fee / account holder | $6,514 | $5,596+16.4% | $13,411-51.4% | $4,888+33.3% |