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 | $79,127 | $27,641+186.3% | $61,373+28.9% | $68,494+15.5% |
| Participation rate | 73.3% | 39.5%+33.8pp | 52.6%+20.8pp | 67.9%+5.4pp |
| Annual return | -16.57% | -13.24%-3.3pp | 338.61%-355.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,085 | $695+55.9% | $1,159-6.5% | $2,596-58.2% |
| Participant deferral / active EE | $5,753 | $1,263+355.4% | $2,125+170.7% | $4,027+42.9% |
| Admin fee / account holder | $8,348 | $2,010+315.3% | $2,130+292.0% | $5,403+54.5% |