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 | $79,307 | $82,664-4.1% | $125,339-36.7% | $68,494+15.8% |
| Participation rate | 72.2% | 75.0%-2.8pp | 82.4%-10.1pp | 67.9%+4.3pp |
| Annual return | -11.70% | -5.97%-5.7pp | 572.05%-583.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $5,003 | $3,381+48.0% | $4,814+3.9% | $2,596+92.7% |
| Participant deferral / active EE | $10,654 | $6,110+74.4% | $7,446+43.1% | $4,027+164.5% |
| Admin fee / account holder | $17,170 | $6,275+173.6% | $10,010+71.5% | $5,403+217.8% |