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 | $75,083 | $49,177+52.7% | $79,464-5.5% | $64,186+17.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.13% | -1.16%-3.0pp | 718.14%-722.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $8,217 | $2,076+295.7% | $2,800+193.4% | $2,381+245.1% |
| Participant deferral / active EE | $5,734 | $2,821+103.2% | $3,704+54.8% | $3,470+65.3% |
| Admin fee / account holder | $4,135 | $3,839+7.7% | $5,113-19.1% | $4,888-15.4% |