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 | $80,830 | $82,664-2.2% | $125,339-35.5% | $68,494+18.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.64% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,375 | $3,381-59.3% | $4,814-71.4% | $2,596-47.0% |
| Participant deferral / active EE | $8,165 | $6,110+33.6% | $7,446+9.7% | $4,027+102.8% |
| Admin fee / account holder | $3,603 | $6,275-42.6% | $10,010-64.0% | $5,403-33.3% |