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 | $175,909 | $77,813+126.1% | $123,544+42.4% | $64,186+174.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.34% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $12,831 | $3,014+325.7% | $4,628+177.3% | $2,381+438.9% |
| Participant deferral / active EE | $4,563 | $5,240-12.9% | $6,426-29.0% | $3,470+31.5% |
| Admin fee / account holder | $24,558 | $5,519+345.0% | $9,284+164.5% | $4,888+402.4% |