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 | $73,801 | $82,664-10.7% | $125,339-41.1% | $68,494+7.7% |
| Participation rate | 76.0% | 75.0%+1.0pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -18.17% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,908 | $3,381-43.6% | $4,814-60.4% | $2,596-26.5% |
| Participant deferral / active EE | $5,622 | $6,110-8.0% | $7,446-24.5% | $4,027+39.6% |
| Admin fee / account holder | $1,147 | $6,275-81.7% | $10,010-88.5% | $5,403-78.8% |