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 | $63,484 | $82,664-23.2% | $125,339-49.4% | $68,494-7.3% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -19.32% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $8,659 | $3,381+156.1% | $4,814+79.9% | $2,596+233.5% |
| Participant deferral / active EE | $15,991 | $6,110+161.7% | $7,446+114.7% | $4,027+297.1% |
| Admin fee / account holder | $10,099 | $6,275+60.9% | $10,010+0.9% | $5,403+86.9% |