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 | $69,928 | $59,332+17.9% | $90,223-22.5% | $59,632+17.3% |
| Participation rate | 90.4% | 71.9%+18.5pp | 79.0%+11.3pp | 68.7%+21.7pp |
| Annual return | -1.76% | 3.25%-5.0pp | 1.31%-3.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $4,631 | $3,031+52.8% | $4,378+5.8% | $2,203+110.2% |
| Participant deferral / active EE | $6,634 | $4,369+51.8% | $5,792+14.5% | $3,192+107.8% |
| Admin fee / account holder | $2,670 | $5,032-46.9% | $7,406-63.9% | $4,297-37.9% |