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 9-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 | $78,105 | $69,010+13.2% | $159,960-51.2% | $68,494+14.0% |
| Participation rate | 98.4% | 65.4%+33.0pp | 78.0%+20.4pp | 67.9%+30.5pp |
| Annual return | -18.55% | -9.65%-8.9pp | 408.60%-427.2pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,301 | $2,213+4.0% | $4,226-45.5% | $2,596-11.4% |
| Participant deferral / active EE | $3,564 | $4,212-15.4% | $6,182-42.3% | $4,027-11.5% |
| Admin fee / account holder | $2,300 | $4,798-52.1% | $8,698-73.6% | $5,403-57.4% |