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 | $68,840 | $82,664-16.7% | $125,339-45.1% | $68,494+0.5% |
| Participation rate | 80.6% | 75.0%+5.6pp | 82.4%-1.7pp | 67.9%+12.8pp |
| Annual return | -18.79% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $6,132 | $3,381+81.4% | $4,814+27.4% | $2,596+136.2% |
| Participant deferral / active EE | $10,050 | $6,110+64.5% | $7,446+35.0% | $4,027+149.6% |
| Admin fee / account holder | $13,805 | $6,275+120.0% | $10,010+37.9% | $5,403+155.5% |