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 | $113,994 | $77,813+46.5% | $123,544-7.7% | $64,186+77.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.23% | 12.48%-19.7pp | 119.20%-126.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $10,277 | $3,014+241.0% | $4,628+122.1% | $2,381+331.7% |
| Participant deferral / active EE | $10,618 | $5,240+102.6% | $6,426+65.3% | $3,470+206.0% |
| Admin fee / account holder | $10,639 | $5,519+92.8% | $9,284+14.6% | $4,888+117.6% |