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 | $84,178 | $82,664+1.8% | $125,339-32.8% | $68,494+22.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.26% | -5.97%-2.3pp | 572.05%-580.3pp | -7.84%-0.4pp |
| Employer contribution / active EE | $4,771 | $3,381+41.1% | $4,814-0.9% | $2,596+83.8% |
| Participant deferral / active EE | $8,585 | $6,110+40.5% | $7,446+15.3% | $4,027+113.2% |
| Admin fee / account holder | $3,268 | $6,275-47.9% | $10,010-67.4% | $5,403-39.5% |