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 | $86,239 | $95,862-10.0% | $79,550+8.4% | $134,475-35.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.84% | -2.69%-4.2pp | 0.16%-7.0pp | 417.96%-424.8pp |
| Employer contribution / active EE | $2,884 | $3,128-7.8% | $2,413+19.5% | $4,740-39.2% |
| Participant deferral / active EE | $9,780 | $4,693+108.4% | $3,985+145.4% | $6,400+52.8% |
| Admin fee / account holder | $3,914 | $9,126-57.1% | $6,832-42.7% | $11,426-65.7% |