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 | $82,501 | $82,664-0.2% | $125,339-34.2% | $68,494+20.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 82.4%+1.8pp | 67.9%+16.3pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,271 | $3,381-3.2% | $4,814-32.0% | $2,596+26.0% |
| Participant deferral / active EE | $6,566 | $6,110+7.5% | $7,446-11.8% | $4,027+63.1% |
| Admin fee / account holder | $4,600 | $6,275-26.7% | $10,010-54.0% | $5,403-14.9% |