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 | $79,002 | $76,000+4.0% | $154,107-48.7% | $64,186+23.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.13% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,853 | $3,351-14.8% | $5,298-46.1% | $2,381+19.8% |
| Participant deferral / active EE | $3,594 | $3,175+13.2% | $5,081-29.3% | $3,470+3.6% |
| Admin fee / account holder | $35,930 | $5,596+542.0% | $13,411+167.9% | $4,888+635.1% |