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 | $77,071 | $69,010+11.7% | $159,960-51.8% | $68,494+12.5% |
| Participation rate | 74.3% | 65.4%+8.9pp | 78.0%-3.7pp | 67.9%+6.4pp |
| Annual return | -17.09% | -9.65%-7.4pp | 408.60%-425.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,706 | $2,213+22.2% | $4,226-36.0% | $2,596+4.2% |
| Participant deferral / active EE | $7,994 | $4,212+89.8% | $6,182+29.3% | $4,027+98.5% |
| Admin fee / account holder | $10,629 | $4,798+121.5% | $8,698+22.2% | $5,403+96.7% |