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 | $170,975 | $54,350+214.6% | $82,719+106.7% | $68,494+149.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 2.54% | -13.67%+16.2pp | 701.18%-698.6pp | -7.84%+10.4pp |
| Employer contribution / active EE | $5,222 | $2,218+135.4% | $3,009+73.6% | $2,596+101.1% |
| Participant deferral / active EE | $6,536 | $3,246+101.3% | $4,395+48.7% | $4,027+62.3% |
| Admin fee / account holder | $19,227 | $4,395+337.4% | $5,329+260.8% | $5,403+255.9% |