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 | $153,790 | $76,000+102.4% | $154,107-0.2% | $64,186+139.6% |
| Participation rate | 92.1% | 70.4%+21.6pp | 83.0%+9.0pp | 69.6%+22.5pp |
| Annual return | -4.93% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,132 | $3,351+83.0% | $5,298+15.8% | $2,381+157.6% |
| Participant deferral / active EE | $4,442 | $3,175+39.9% | $5,081-12.6% | $3,470+28.0% |
| Admin fee / account holder | $50,140 | $5,596+796.0% | $13,411+273.9% | $4,888+925.8% |