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 | $63,108 | $82,286-23.3% | $68,791-8.3% | $134,475-53.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -18.58% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,991 | $3,301+51.2% | $2,655+88.0% | $4,740+5.3% |
| Participant deferral / active EE | $7,908 | $4,739+66.9% | $3,941+100.6% | $6,400+23.6% |
| Admin fee / account holder | $578 | $6,481-91.1% | $4,932-88.3% | $11,426-94.9% |