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 | $127,943 | $72,177+77.3% | $115,037+11.2% | $59,632+114.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,236 | $2,841-56.5% | $4,608-73.2% | $2,203-43.9% |
| Participant deferral / active EE | $8,617 | $4,783+80.2% | $6,026+43.0% | $3,192+170.0% |
| Admin fee / account holder | $4,327 | $4,927-12.2% | $8,175-47.1% | $4,297+0.7% |