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 8-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 | $82,974 | $54,350+52.7% | $82,719+0.3% | $68,494+21.1% |
| Participation rate | 77.3% | 63.9%+13.4pp | 72.6%+4.7pp | 67.9%+9.4pp |
| Annual return | -11.88% | -13.67%+1.8pp | 701.18%-713.1pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,155 | $2,218-2.8% | $3,009-28.4% | $2,596-17.0% |
| Participant deferral / active EE | $2,974 | $3,246-8.4% | $4,395-32.3% | $4,027-26.1% |
| Admin fee / account holder | $6,750 | $4,395+53.6% | $5,329+26.7% | $5,403+24.9% |