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 9-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 | $214,312 | $76,000+182.0% | $154,107+39.1% | $64,186+233.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.04% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,447 | $3,351+62.6% | $5,298+2.8% | $2,381+128.8% |
| Participant deferral / active EE | $7,298 | $3,175+129.9% | $5,081+43.7% | $3,470+110.4% |
| Admin fee / account holder | $2,990 | $5,596-46.6% | $13,411-77.7% | $4,888-38.8% |