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 | $89,829 | $82,664+8.7% | $125,339-28.3% | $68,494+31.1% |
| Participation rate | 87.8% | 75.0%+12.7pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,931 | $3,381+16.3% | $4,814-18.3% | $2,596+51.4% |
| Participant deferral / active EE | $5,709 | $6,110-6.6% | $7,446-23.3% | $4,027+41.8% |
| Admin fee / account holder | $1,222 | $6,275-80.5% | $10,010-87.8% | $5,403-77.4% |