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 | $49,717 | $76,000-34.6% | $154,107-67.7% | $64,186-22.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.83% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,713 | $3,351+100.4% | $5,298+26.7% | $2,381+182.0% |
| Participant deferral / active EE | $4,237 | $3,175+33.4% | $5,081-16.6% | $3,470+22.1% |
| Admin fee / account holder | $5,103 | $5,596-8.8% | $13,411-61.9% | $4,888+4.4% |