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 | $210,819 | $76,000+177.4% | $154,107+36.8% | $64,186+228.5% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -7.32% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $7,989 | $3,351+138.4% | $5,298+50.8% | $2,381+235.5% |
| Participant deferral / active EE | $6,020 | $3,175+89.6% | $5,081+18.5% | $3,470+73.5% |
| Admin fee / account holder | $9,954 | $5,596+77.9% | $13,411-25.8% | $4,888+103.6% |