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 | $77,185 | $82,664-6.6% | $125,339-38.4% | $68,494+12.7% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -15.83% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,138 | $3,381-36.8% | $4,814-55.6% | $2,596-17.7% |
| Participant deferral / active EE | $5,466 | $6,110-10.6% | $7,446-26.6% | $4,027+35.7% |
| Admin fee / account holder | $1,128 | $6,275-82.0% | $10,010-88.7% | $5,403-79.1% |