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 | $83,624 | $82,664+1.2% | $125,339-33.3% | $68,494+22.1% |
| Participation rate | 82.3% | 75.0%+7.2pp | 82.4%-0.1pp | 67.9%+14.4pp |
| Annual return | -7.59% | -5.97%-1.6pp | 572.05%-579.6pp | -7.84%+0.3pp |
| Employer contribution / active EE | $2,459 | $3,381-27.3% | $4,814-48.9% | $2,596-5.3% |
| Participant deferral / active EE | $8,412 | $6,110+37.7% | $7,446+13.0% | $4,027+108.9% |
| Admin fee / account holder | $1,436 | $6,275-77.1% | $10,010-85.7% | $5,403-73.4% |