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 | $64,240 | $76,000-15.5% | $154,107-58.3% | $64,186+0.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.63% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,075 | $3,351-38.1% | $5,298-60.8% | $2,381-12.8% |
| Participant deferral / active EE | $3,748 | $3,175+18.0% | $5,081-26.2% | $3,470+8.0% |
| Admin fee / account holder | $3,076 | $5,596-45.0% | $13,411-77.1% | $4,888-37.1% |