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 | $84,153 | $75,828+11.0% | $147,614-43.0% | $59,632+41.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.62% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,960 | $3,485-43.7% | $5,564-64.8% | $2,203-11.0% |
| Participant deferral / active EE | $3,525 | $3,130+12.6% | $4,895-28.0% | $3,192+10.5% |
| Admin fee / account holder | $553 | $5,985-90.8% | $11,611-95.2% | $4,297-87.1% |