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 | $77,739 | $82,664-6.0% | $125,339-38.0% | $68,494+13.5% |
| Participation rate | 94.8% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+26.9pp |
| Annual return | -19.15% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,173 | $3,381+23.4% | $4,814-13.3% | $2,596+60.7% |
| Participant deferral / active EE | $6,899 | $6,110+12.9% | $7,446-7.3% | $4,027+71.3% |
| Admin fee / account holder | $2,551 | $6,275-59.4% | $10,010-74.5% | $5,403-52.8% |