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 | $75,997 | $82,664-8.1% | $125,339-39.4% | $68,494+11.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -16.92% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,597 | $3,381-52.8% | $4,814-66.8% | $2,596-38.5% |
| Participant deferral / active EE | $12,174 | $6,110+99.2% | $7,446+63.5% | $4,027+202.3% |
| Admin fee / account holder | $8,751 | $6,275+39.4% | $10,010-12.6% | $5,403+62.0% |