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 | $142,362 | $49,177+189.5% | $79,464+79.2% | $64,186+121.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.37% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $9,285 | $2,076+347.2% | $2,800+231.6% | $2,381+290.0% |
| Participant deferral / active EE | $9,490 | $2,821+236.3% | $3,704+156.2% | $3,470+173.5% |
| Admin fee / account holder | $26,917 | $3,839+601.2% | $5,113+426.4% | $4,888+450.7% |