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 | $65,875 | $82,664-20.3% | $125,339-47.4% | $68,494-3.8% |
| Participation rate | 81.0% | 75.0%+5.9pp | 82.4%-1.4pp | 67.9%+13.1pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,825 | $3,381+13.1% | $4,814-20.5% | $2,596+47.3% |
| Participant deferral / active EE | $7,472 | $6,110+22.3% | $7,446+0.3% | $4,027+85.5% |
| Admin fee / account holder | $1,688 | $6,275-73.1% | $10,010-83.1% | $5,403-68.8% |