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 | $87,500 | $82,664+5.9% | $125,339-30.2% | $68,494+27.7% |
| Participation rate | 84.0% | 75.0%+9.0pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $8,583 | $3,381+153.8% | $4,814+78.3% | $2,596+230.6% |
| Participant deferral / active EE | $10,011 | $6,110+63.8% | $7,446+34.4% | $4,027+148.6% |
| Admin fee / account holder | $7,007 | $6,275+11.7% | $10,010-30.0% | $5,403+29.7% |