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 | $78,977 | $76,000+3.9% | $154,107-48.8% | $64,186+23.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.86% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,534 | $3,351+5.5% | $5,298-33.3% | $2,381+48.4% |
| Participant deferral / active EE | $2,385 | $3,175-24.9% | $5,081-53.1% | $3,470-31.3% |
| Admin fee / account holder | $1,004 | $5,596-82.1% | $13,411-92.5% | $4,888-79.5% |