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 | $87,421 | $82,664+5.8% | $125,339-30.3% | $68,494+27.6% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -15.97% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,880 | $3,381+14.7% | $4,814-19.4% | $2,596+49.4% |
| Participant deferral / active EE | $9,314 | $6,110+52.4% | $7,446+25.1% | $4,027+131.3% |
| Admin fee / account holder | $4,043 | $6,275-35.6% | $10,010-59.6% | $5,403-25.2% |