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 | $82,275 | $82,664-0.5% | $125,339-34.4% | $68,494+20.1% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.18% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,016 | $3,381-40.4% | $4,814-58.1% | $2,596-22.4% |
| Participant deferral / active EE | $9,962 | $6,110+63.0% | $7,446+33.8% | $4,027+147.4% |
| Admin fee / account holder | $2,271 | $6,275-63.8% | $10,010-77.3% | $5,403-58.0% |