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 | $88,977 | $82,664+7.6% | $125,339-29.0% | $68,494+29.9% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -18.55% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,383 | $3,381+0.1% | $4,814-29.7% | $2,596+30.3% |
| Participant deferral / active EE | $7,497 | $6,110+22.7% | $7,446+0.7% | $4,027+86.2% |
| Admin fee / account holder | $1,584 | $6,275-74.8% | $10,010-84.2% | $5,403-70.7% |