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 | $86,354 | $76,000+13.6% | $154,107-44.0% | $64,186+34.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.49% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $11,000 | $3,351+228.3% | $5,298+107.6% | $2,381+362.0% |
| Participant deferral / active EE | $6,793 | $3,175+113.9% | $5,081+33.7% | $3,470+95.8% |
| Admin fee / account holder | $3,372 | $5,596-39.7% | $13,411-74.9% | $4,888-31.0% |