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 | $70,744 | $84,487-16.3% | $125,339-43.6% | $66,914+5.7% |
| Participation rate | 93.5% | 76.4%+17.0pp | 82.4%+11.1pp | 69.8%+23.7pp |
| Annual return | -16.26% | -8.39%-7.9pp | 572.05%-588.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,885 | $3,553-18.8% | $4,814-40.1% | $2,544+13.4% |
| Participant deferral / active EE | $7,747 | $6,781+14.2% | $7,446+4.0% | $4,237+82.8% |
| Admin fee / account holder | $728 | $685+6.3% | $10,010-92.7% | $593+22.7% |