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 | $64,311 | $32,117+100.2% | $71,086-9.5% | $64,186+0.2% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -2.82% | -5.57%+2.7pp | 650.59%-653.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $9,401 | $712+1220.0% | $1,088+764.3% | $2,381+294.9% |
| Participant deferral / active EE | $4,813 | $1,263+281.1% | $1,874+156.8% | $3,470+38.7% |
| Admin fee / account holder | $1,514 | $2,759-45.1% | $3,082-50.9% | $4,888-69.0% |