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 | $70,623 | $82,664-14.6% | $125,339-43.7% | $68,494+3.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.29% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,186 | $3,381-35.4% | $4,814-54.6% | $2,596-15.8% |
| Participant deferral / active EE | $6,547 | $6,110+7.1% | $7,446-12.1% | $4,027+62.6% |
| Admin fee / account holder | $4,936 | $6,275-21.4% | $10,010-50.7% | $5,403-8.6% |