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 7-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 | $69,044 | $82,664-16.5% | $125,339-44.9% | $68,494+0.8% |
| Participation rate | 89.3% | 75.0%+14.2pp | 82.4%+6.9pp | 67.9%+21.4pp |
| Annual return | -19.31% | -5.97%-13.3pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $5,405 | $3,381+59.9% | $4,814+12.3% | $2,596+108.2% |
| Participant deferral / active EE | $7,855 | $6,110+28.6% | $7,446+5.5% | $4,027+95.1% |
| Admin fee / account holder | $21,342 | $6,275+240.1% | $10,010+113.2% | $5,403+295.0% |