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 | $62,895 | $82,664-23.9% | $125,339-49.8% | $68,494-8.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,129 | $3,381-37.0% | $4,814-55.8% | $2,596-18.0% |
| Participant deferral / active EE | $8,975 | $6,110+46.9% | $7,446+20.5% | $4,027+122.9% |
| Admin fee / account holder | $8,748 | $6,275+39.4% | $10,010-12.6% | $5,403+61.9% |