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 | $173,930 | $76,000+128.9% | $154,107+12.9% | $64,186+171.0% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $10,945 | $3,351+226.6% | $5,298+106.6% | $2,381+359.7% |
| Participant deferral / active EE | $5,367 | $3,175+69.0% | $5,081+5.6% | $3,470+54.7% |
| Admin fee / account holder | $913 | $5,596-83.7% | $13,411-93.2% | $4,888-81.3% |