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 | $67,708 | $82,664-18.1% | $125,339-46.0% | $68,494-1.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,103 | $3,381+21.4% | $4,814-14.8% | $2,596+58.0% |
| Participant deferral / active EE | $9,489 | $6,110+55.3% | $7,446+27.4% | $4,027+135.6% |
| Admin fee / account holder | $2,011 | $6,275-68.0% | $10,010-79.9% | $5,403-62.8% |