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 | $64,534 | $82,664-21.9% | $125,339-48.5% | $68,494-5.8% |
| Participation rate | 91.6% | 75.0%+16.5pp | 82.4%+9.2pp | 67.9%+23.7pp |
| Annual return | -14.63% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,774 | $6,110+76.3% | $7,446+44.7% | $4,027+167.5% |
| Admin fee / account holder | $2,072 | $6,275-67.0% | $10,010-79.3% | $5,403-61.6% |