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 | $78,435 | $82,664-5.1% | $125,339-37.4% | $68,494+14.5% |
| Participation rate | 77.6% | 75.0%+2.6pp | 82.4%-4.7pp | 67.9%+9.8pp |
| Annual return | -9.37% | -5.97%-3.4pp | 572.05%-581.4pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,156 | $3,381-6.6% | $4,814-34.4% | $2,596+21.6% |
| Participant deferral / active EE | $8,410 | $6,110+37.6% | $7,446+12.9% | $4,027+108.8% |
| Admin fee / account holder | $8,110 | $6,275+29.2% | $10,010-19.0% | $5,403+50.1% |