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 | $75,253 | $54,350+38.5% | $82,719-9.0% | $68,494+9.9% |
| Participation rate | 79.3% | 63.9%+15.4pp | 72.6%+6.8pp | 67.9%+11.4pp |
| Annual return | -16.28% | -13.67%-2.6pp | 701.18%-717.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,486 | $3,246+161.4% | $4,395+93.1% | $4,027+110.7% |
| Admin fee / account holder | $894 | $4,395-79.7% | $5,329-83.2% | $5,403-83.5% |