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 | $75,535 | $82,664-8.6% | $125,339-39.7% | $68,494+10.3% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.2pp | 67.9%+10.2pp |
| Annual return | -12.83% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,553 | $3,381-24.5% | $4,814-47.0% | $2,596-1.7% |
| Participant deferral / active EE | $6,225 | $6,110+1.9% | $7,446-16.4% | $4,027+54.6% |
| Admin fee / account holder | $2,482 | $6,275-60.4% | $10,010-75.2% | $5,403-54.1% |