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 | $64,682 | $82,664-21.8% | $125,339-48.4% | $68,494-5.6% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -18.35% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $9,679 | $3,381+186.3% | $4,814+101.1% | $2,596+272.8% |
| Participant deferral / active EE | $4,131 | $6,110-32.4% | $7,446-44.5% | $4,027+2.6% |
| Admin fee / account holder | $1,271 | $6,275-79.7% | $10,010-87.3% | $5,403-76.5% |