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 9-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 | $80,489 | $82,664-2.6% | $125,339-35.8% | $68,494+17.5% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,154 | $3,381-6.7% | $4,814-34.5% | $2,596+21.5% |
| Participant deferral / active EE | $8,781 | $6,110+43.7% | $7,446+17.9% | $4,027+118.1% |
| Admin fee / account holder | $770 | $6,275-87.7% | $10,010-92.3% | $5,403-85.8% |