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 | $62,078 | $82,664-24.9% | $125,339-50.5% | $68,494-9.4% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,125 | $3,381-37.2% | $4,814-55.9% | $2,596-18.2% |
| Participant deferral / active EE | $6,274 | $6,110+2.7% | $7,446-15.7% | $4,027+55.8% |
| Admin fee / account holder | $795 | $6,275-87.3% | $10,010-92.1% | $5,403-85.3% |