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 | $114,651 | $76,000+50.9% | $154,107-25.6% | $64,186+78.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.50% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $7,153 | $3,351+113.5% | $5,298+35.0% | $2,381+200.4% |
| Participant deferral / active EE | $5,850 | $3,175+84.3% | $5,081+15.1% | $3,470+68.6% |
| Admin fee / account holder | $2,355 | $5,596-57.9% | $13,411-82.4% | $4,888-51.8% |