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 | $147,103 | $64,707+127.3% | $112,228+31.1% | $68,494+114.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -6.61% | -11.40%+4.8pp | 27.45%-34.1pp | -7.84%+1.2pp |
| Employer contribution / active EE | $10,604 | $2,746+286.2% | $3,635+191.8% | $2,596+308.4% |
| Participant deferral / active EE | $8,080 | $3,565+126.7% | $4,728+70.9% | $4,027+100.6% |
| Admin fee / account holder | $17,934 | $5,232+242.8% | $6,410+179.8% | $5,403+231.9% |