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 | $76,678 | $78,694-2.6% | $67,652+13.3% | $125,391-38.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.08% | 9.46%-12.5pp | 6625.04%-6628.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,440 | $3,044+45.9% | $2,266+96.0% | $4,866-8.8% |
| Participant deferral / active EE | $2,716 | $4,292-36.7% | $3,560-23.7% | $5,352-49.2% |
| Admin fee / account holder | $8,267 | $7,403+11.7% | $4,821+71.5% | $9,540-13.3% |