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 | $249,946 | $75,828+229.6% | $147,614+69.3% | $59,632+319.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.39% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $8,076 | $3,485+131.8% | $5,564+45.1% | $2,203+266.7% |
| Participant deferral / active EE | $6,532 | $3,130+108.7% | $4,895+33.4% | $3,192+104.7% |
| Admin fee / account holder | $7,133 | $5,985+19.2% | $11,611-38.6% | $4,297+66.0% |