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 | $75,696 | $82,664-8.4% | $125,339-39.6% | $68,494+10.5% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -14.67% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,959 | $3,381-12.5% | $4,814-38.5% | $2,596+14.0% |
| Participant deferral / active EE | $2,923 | $6,110-52.2% | $7,446-60.7% | $4,027-27.4% |
| Admin fee / account holder | $24,936 | $6,275+297.4% | $10,010+149.1% | $5,403+361.6% |