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 | $70,579 | $82,664-14.6% | $125,339-43.7% | $68,494+3.0% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -17.39% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,415 | $3,381+30.6% | $4,814-8.3% | $2,596+70.0% |
| Participant deferral / active EE | $9,771 | $6,110+59.9% | $7,446+31.2% | $4,027+142.6% |
| Admin fee / account holder | $4,846 | $6,275-22.8% | $10,010-51.6% | $5,403-10.3% |