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 | $100,636 | $76,000+32.4% | $154,107-34.7% | $64,186+56.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.05% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,475 | $3,351+63.4% | $5,298+3.3% | $2,381+130.0% |
| Participant deferral / active EE | $6,553 | $3,175+106.4% | $5,081+29.0% | $3,470+88.9% |
| Admin fee / account holder | $8,669 | $5,596+54.9% | $13,411-35.4% | $4,888+77.4% |