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 | $75,020 | $72,404+3.6% | $110,238-31.9% | $64,186+16.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.36% | -6.29%-0.1pp | 314.74%-321.1pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,845 | $2,282-19.1% | $3,826-51.8% | $2,381-22.5% |
| Participant deferral / active EE | $5,056 | $3,469+45.7% | $4,672+8.2% | $3,470+45.7% |
| Admin fee / account holder | $1,200 | $5,664-78.8% | $8,547-86.0% | $4,888-75.4% |