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 | $81,596 | $82,664-1.3% | $125,339-34.9% | $68,494+19.1% |
| Participation rate | 85.2% | 75.0%+10.2pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,627 | $3,381-22.3% | $4,814-45.4% | $2,596+1.2% |
| Participant deferral / active EE | $6,394 | $6,110+4.6% | $7,446-14.1% | $4,027+58.8% |
| Admin fee / account holder | $348 | $6,275-94.5% | $10,010-96.5% | $5,403-93.6% |