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 | $78,098 | $82,664-5.5% | $125,339-37.7% | $68,494+14.0% |
| Participation rate | 75.5% | 75.0%+0.4pp | 82.4%-6.9pp | 67.9%+7.6pp |
| Annual return | -17.71% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,526 | $3,381-54.9% | $4,814-68.3% | $2,596-41.2% |
| Participant deferral / active EE | $7,890 | $6,110+29.1% | $7,446+6.0% | $4,027+95.9% |
| Admin fee / account holder | $10,336 | $6,275+64.7% | $10,010+3.3% | $5,403+91.3% |