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 | $65,996 | $65,703+0.4% | $94,224-30.0% | $59,632+10.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.73% | 5.22%-5.9pp | 10.68%-11.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $3,556 | $2,021+76.0% | $3,587-0.9% | $2,203+61.4% |
| Participant deferral / active EE | $3,126 | $3,143-0.5% | $4,320-27.6% | $3,192-2.1% |
| Admin fee / account holder | $4,133 | $4,264-3.1% | $6,269-34.1% | $4,297-3.8% |