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 | $141,784 | $76,000+86.6% | $154,107-8.0% | $64,186+120.9% |
| Participation rate | 88.2% | 70.4%+17.8pp | 83.0%+5.2pp | 69.6%+18.7pp |
| Annual return | -6.58% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $5,546 | $3,351+65.5% | $5,298+4.7% | $2,381+133.0% |
| Participant deferral / active EE | $4,793 | $3,175+51.0% | $5,081-5.7% | $3,470+38.1% |
| Admin fee / account holder | $30,775 | $5,596+449.9% | $13,411+129.5% | $4,888+529.6% |