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 | $141,522 | $76,000+86.2% | $154,107-8.2% | $64,186+120.5% |
| Participation rate | 91.8% | 70.4%+21.4pp | 83.0%+8.8pp | 69.6%+22.3pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $6,588 | $3,351+96.6% | $5,298+24.4% | $2,381+176.7% |
| Participant deferral / active EE | $4,140 | $3,175+30.4% | $5,081-18.5% | $3,470+19.3% |
| Admin fee / account holder | $5,616 | $5,596+0.3% | $13,411-58.1% | $4,888+14.9% |