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 | $81,638 | $82,664-1.2% | $125,339-34.9% | $68,494+19.2% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,753 | $3,381-18.6% | $4,814-42.8% | $2,596+6.0% |
| Participant deferral / active EE | $7,384 | $6,110+20.8% | $7,446-0.8% | $4,027+83.3% |
| Admin fee / account holder | $3,851 | $6,275-38.6% | $10,010-61.5% | $5,403-28.7% |