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 | $57,260 | $82,032-30.2% | $123,104-53.5% | $59,632-4.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.07% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $2,395 | $3,297-27.4% | $5,151-53.5% | $2,203+8.7% |
| Participant deferral / active EE | $4,373 | $4,667-6.3% | $6,230-29.8% | $3,192+37.0% |
| Admin fee / account holder | $474 | $5,881-91.9% | $9,015-94.7% | $4,297-89.0% |