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 | $165,294 | $77,813+112.4% | $123,544+33.8% | $64,186+157.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.37% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,548 | $3,014+50.9% | $4,628-1.7% | $2,381+91.0% |
| Participant deferral / active EE | $4,548 | $5,240-13.2% | $6,426-29.2% | $3,470+31.1% |
| Admin fee / account holder | $25,508 | $5,519+362.2% | $9,284+174.8% | $4,888+421.8% |