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 | $71,928 | $82,664-13.0% | $125,339-42.6% | $68,494+5.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,648 | $3,381-21.7% | $4,814-45.0% | $2,596+2.0% |
| Participant deferral / active EE | $6,258 | $6,110+2.4% | $7,446-16.0% | $4,027+55.4% |
| Admin fee / account holder | $7,981 | $6,275+27.2% | $10,010-20.3% | $5,403+47.7% |