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 | $70,477 | $82,664-14.7% | $125,339-43.8% | $68,494+2.9% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -12.99% | -5.97%-7.0pp | 572.05%-585.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,451 | $3,381-27.5% | $4,814-49.1% | $2,596-5.6% |
| Participant deferral / active EE | $4,386 | $6,110-28.2% | $7,446-41.1% | $4,027+8.9% |
| Admin fee / account holder | $6,500 | $6,275+3.6% | $10,010-35.1% | $5,403+20.3% |