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 | $60,068 | $76,000-21.0% | $154,107-61.0% | $64,186-6.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.64% | 30.32%-38.0pp | 735.12%-742.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,630 | $3,351-51.4% | $5,298-69.2% | $2,381-31.6% |
| Participant deferral / active EE | $3,063 | $3,175-3.5% | $5,081-39.7% | $3,470-11.7% |
| Admin fee / account holder | $3,152 | $5,596-43.7% | $13,411-76.5% | $4,888-35.5% |