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 | $72,068 | $82,664-12.8% | $125,339-42.5% | $68,494+5.2% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,656 | $3,381-21.4% | $4,814-44.8% | $2,596+2.3% |
| Participant deferral / active EE | $5,209 | $6,110-14.8% | $7,446-30.1% | $4,027+29.3% |
| Admin fee / account holder | $5,920 | $6,275-5.7% | $10,010-40.9% | $5,403+9.6% |