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 | $74,553 | $76,000-1.9% | $154,107-51.6% | $64,186+16.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.91% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,172 | $3,351-35.2% | $5,298-59.0% | $2,381-8.8% |
| Participant deferral / active EE | $2,041 | $3,175-35.7% | $5,081-59.8% | $3,470-41.2% |
| Admin fee / account holder | $7,298 | $5,596+30.4% | $13,411-45.6% | $4,888+49.3% |