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 | $67,945 | $82,664-17.8% | $125,339-45.8% | $68,494-0.8% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,864 | $3,381+14.3% | $4,814-19.7% | $2,596+48.8% |
| Participant deferral / active EE | $6,675 | $6,110+9.2% | $7,446-10.4% | $4,027+65.7% |
| Admin fee / account holder | $2,742 | $6,275-56.3% | $10,010-72.6% | $5,403-49.3% |