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 | $87,146 | $82,664+5.4% | $125,339-30.5% | $68,494+27.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -18.44% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,726 | $3,381+39.8% | $4,814-1.8% | $2,596+82.0% |
| Participant deferral / active EE | $2,644 | $6,110-56.7% | $7,446-64.5% | $4,027-34.4% |
| Admin fee / account holder | $2,459 | $6,275-60.8% | $10,010-75.4% | $5,403-54.5% |