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 | $198,114 | $76,000+160.7% | $154,107+28.6% | $64,186+208.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.64% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $7,404 | $3,351+121.0% | $5,298+39.8% | $2,381+211.0% |
| Participant deferral / active EE | $4,501 | $3,175+41.7% | $5,081-11.4% | $3,470+29.7% |
| Admin fee / account holder | $1,001 | $5,596-82.1% | $13,411-92.5% | $4,888-79.5% |