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 | $83,694 | $82,664+1.2% | $125,339-33.2% | $68,494+22.2% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -10.68% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $5,896 | $3,381+74.4% | $4,814+22.5% | $2,596+127.1% |
| Participant deferral / active EE | $5,806 | $6,110-5.0% | $7,446-22.0% | $4,027+44.2% |
| Admin fee / account holder | $1,457 | $6,275-76.8% | $10,010-85.4% | $5,403-73.0% |