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 | $115,232 | $57,354+100.9% | $83,848+37.4% | $64,186+79.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -0.29% | 11.38%-11.7pp | 850.88%-851.2pp | 7.63%-7.9pp |
| Employer contribution / active EE | $6,939 | $2,545+172.6% | $3,631+91.1% | $2,381+191.5% |
| Participant deferral / active EE | $4,257 | $2,993+42.2% | $4,082+4.3% | $3,470+22.7% |
| Admin fee / account holder | $1,527 | $4,046-62.3% | $5,478-72.1% | $4,888-68.8% |