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 | $138,278 | $77,813+77.7% | $123,544+11.9% | $64,186+115.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.38% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,354 | $3,014+110.8% | $4,628+37.3% | $2,381+166.9% |
| Participant deferral / active EE | $7,989 | $5,240+52.5% | $6,426+24.3% | $3,470+130.3% |
| Admin fee / account holder | $1,546 | $5,519-72.0% | $9,284-83.3% | $4,888-68.4% |