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 | $60,516 | $76,000-20.4% | $154,107-60.7% | $64,186-5.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $3,961 | $3,351+18.2% | $5,298-25.2% | $2,381+66.4% |
| Participant deferral / active EE | $3,323 | $3,175+4.7% | $5,081-34.6% | $3,470-4.2% |
| Admin fee / account holder | $30,704 | $5,596+448.7% | $13,411+129.0% | $4,888+528.2% |