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 | $164,749 | $76,000+116.8% | $154,107+6.9% | $64,186+156.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.13% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $10,773 | $3,351+221.5% | $5,298+103.4% | $2,381+352.5% |
| Participant deferral / active EE | $7,488 | $3,175+135.8% | $5,081+47.4% | $3,470+115.8% |
| Admin fee / account holder | $29,231 | $5,596+422.3% | $13,411+118.0% | $4,888+498.0% |