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 | $111,204 | $54,380+104.5% | $68,509+62.3% | $59,632+86.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | -1.43% | 2.83%-4.3pp | 8.27%-9.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $12,725 | $1,539+727.1% | $2,278+458.6% | $2,203+477.7% |
| Participant deferral / active EE | $4,441 | $2,643+68.0% | $3,382+31.3% | $3,192+39.2% |
| Admin fee / account holder | $11,140 | $3,885+186.7% | $5,275+111.2% | $4,297+159.3% |