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 | $83,968 | $82,664+1.6% | $125,339-33.0% | $68,494+22.6% |
| Participation rate | 76.7% | 75.0%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -10.71% | -5.97%-4.7pp | 572.05%-582.8pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,030 | $3,381-39.9% | $4,814-57.8% | $2,596-21.8% |
| Participant deferral / active EE | $4,280 | $6,110-30.0% | $7,446-42.5% | $4,027+6.3% |
| Admin fee / account holder | $588 | $6,275-90.6% | $10,010-94.1% | $5,403-89.1% |