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 | $154,736 | $94,529+63.7% | $140,016+10.5% | $64,186+141.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.33% | 7.77%-14.1pp | 651.12%-657.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $10,825 | $3,812+183.9% | $5,606+93.1% | $2,381+354.7% |
| Participant deferral / active EE | $6,155 | $5,250+17.2% | $6,927-11.1% | $3,470+77.4% |
| Admin fee / account holder | $3,162 | $6,741-53.1% | $10,705-70.5% | $4,888-35.3% |