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 | $89,408 | $82,664+8.2% | $125,339-28.7% | $68,494+30.5% |
| Participation rate | 91.9% | 75.0%+16.8pp | 82.4%+9.5pp | 67.9%+24.0pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,939 | $3,381-13.1% | $4,814-39.0% | $2,596+13.2% |
| Participant deferral / active EE | $7,112 | $6,110+16.4% | $7,446-4.5% | $4,027+76.6% |
| Admin fee / account holder | $2,588 | $6,275-58.8% | $10,010-74.1% | $5,403-52.1% |