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 8-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 | $66,646 | $82,664-19.4% | $125,339-46.8% | $68,494-2.7% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -11.69% | -5.97%-5.7pp | 572.05%-583.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,643 | $3,381+7.8% | $4,814-24.3% | $2,596+40.3% |
| Participant deferral / active EE | $6,629 | $6,110+8.5% | $7,446-11.0% | $4,027+64.6% |
| Admin fee / account holder | $1,860 | $6,275-70.4% | $10,010-81.4% | $5,403-65.6% |