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 | $74,685 | $76,000-1.7% | $154,107-51.5% | $64,186+16.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,323 | $3,351-30.7% | $5,298-56.1% | $2,381-2.4% |
| Participant deferral / active EE | $4,574 | $3,175+44.1% | $5,081-10.0% | $3,470+31.8% |
| Admin fee / account holder | $392 | $5,596-93.0% | $13,411-97.1% | $4,888-92.0% |