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 | $90,471 | $95,862-5.6% | $79,550+13.7% | $134,475-32.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -18.12% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $6,834 | $3,128+118.5% | $2,413+183.2% | $4,740+44.2% |
| Participant deferral / active EE | $8,805 | $4,693+87.6% | $3,985+120.9% | $6,400+37.6% |
| Admin fee / account holder | $17,812 | $9,126+95.2% | $6,832+160.7% | $11,426+55.9% |