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 7-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 | $79,269 | $82,286-3.7% | $68,791+15.2% | $134,475-41.1% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -18.55% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $5,420 | $3,301+64.2% | $2,655+104.1% | $4,740+14.3% |
| Participant deferral / active EE | $15,480 | $4,739+226.7% | $3,941+292.8% | $6,400+141.9% |
| Admin fee / account holder | $2,160 | $6,481-66.7% | $4,932-56.2% | $11,426-81.1% |