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 | $99,467 | $82,664+20.3% | $125,339-20.6% | $68,494+45.2% |
| Participation rate | 91.6% | 75.0%+16.5pp | 82.4%+9.2pp | 67.9%+23.7pp |
| Annual return | -17.69% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,587 | $3,381-23.5% | $4,814-46.3% | $2,596-0.4% |
| Participant deferral / active EE | $8,354 | $6,110+36.7% | $7,446+12.2% | $4,027+107.5% |
| Admin fee / account holder | $1,745 | $6,275-72.2% | $10,010-82.6% | $5,403-67.7% |