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 | $140,814 | $77,813+81.0% | $123,544+14.0% | $64,186+119.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.50% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,464 | $3,014+114.5% | $4,628+39.7% | $2,381+171.5% |
| Participant deferral / active EE | $7,014 | $5,240+33.9% | $6,426+9.2% | $3,470+102.1% |
| Admin fee / account holder | $920 | $5,519-83.3% | $9,284-90.1% | $4,888-81.2% |