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 | $80,748 | $82,664-2.3% | $125,339-35.6% | $68,494+17.9% |
| Participation rate | 96.2% | 75.0%+21.2pp | 82.4%+13.9pp | 67.9%+28.3pp |
| Annual return | -17.46% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,413 | $3,381+30.5% | $4,814-8.3% | $2,596+70.0% |
| Participant deferral / active EE | $9,067 | $6,110+48.4% | $7,446+21.8% | $4,027+125.1% |
| Admin fee / account holder | $6,620 | $6,275+5.5% | $10,010-33.9% | $5,403+22.5% |