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 | $79,283 | $82,664-4.1% | $125,339-36.7% | $68,494+15.8% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | -11.14% | -5.97%-5.2pp | 572.05%-583.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $4,312 | $3,381+27.5% | $4,814-10.4% | $2,596+66.1% |
| Participant deferral / active EE | $8,313 | $6,110+36.0% | $7,446+11.6% | $4,027+106.4% |
| Admin fee / account holder | $45,320 | $6,275+622.2% | $10,010+352.8% | $5,403+738.8% |