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 | $79,366 | $82,664-4.0% | $125,339-36.7% | $68,494+15.9% |
| Participation rate | 86.3% | 75.0%+11.2pp | 82.4%+3.9pp | 67.9%+18.4pp |
| Annual return | -14.89% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,026 | $3,381-40.1% | $4,814-57.9% | $2,596-22.0% |
| Participant deferral / active EE | $6,492 | $6,110+6.2% | $7,446-12.8% | $4,027+61.2% |
| Admin fee / account holder | $4,874 | $6,275-22.3% | $10,010-51.3% | $5,403-9.8% |