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 | $82,977 | $72,404+14.6% | $110,238-24.7% | $64,186+29.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.09% | -6.29%+0.2pp | 314.74%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $6,839 | $2,282+199.8% | $3,826+78.7% | $2,381+187.3% |
| Participant deferral / active EE | $4,356 | $3,469+25.6% | $4,672-6.8% | $3,470+25.6% |
| Admin fee / account holder | $1,107 | $5,664-80.5% | $8,547-87.0% | $4,888-77.3% |