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 | $67,059 | $82,664-18.9% | $125,339-46.5% | $68,494-2.1% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -16.48% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,707 | $3,381+9.6% | $4,814-23.0% | $2,596+42.8% |
| Participant deferral / active EE | $10,311 | $6,110+68.7% | $7,446+38.5% | $4,027+156.0% |
| Admin fee / account holder | $719 | $6,275-88.6% | $10,010-92.8% | $5,403-86.7% |