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 | $75,791 | $69,010+9.8% | $159,960-52.6% | $68,494+10.7% |
| Participation rate | 86.7% | 65.4%+21.3pp | 78.0%+8.7pp | 67.9%+18.8pp |
| Annual return | -16.56% | -9.65%-6.9pp | 408.60%-425.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,555 | $2,213+60.6% | $4,226-15.9% | $2,596+36.9% |
| Participant deferral / active EE | $7,467 | $4,212+77.3% | $6,182+20.8% | $4,027+85.4% |
| Admin fee / account holder | $3,429 | $4,798-28.5% | $8,698-60.6% | $5,403-36.5% |