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 | $68,622 | $69,010-0.6% | $159,960-57.1% | $68,494+0.2% |
| Participation rate | 82.9% | 65.4%+17.5pp | 78.0%+5.0pp | 67.9%+15.0pp |
| Annual return | -16.39% | -9.65%-6.7pp | 408.60%-425.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,350 | $2,213+6.2% | $4,226-44.4% | $2,596-9.5% |
| Participant deferral / active EE | $7,027 | $4,212+66.8% | $6,182+13.7% | $4,027+74.5% |
| Admin fee / account holder | $12,874 | $4,798+168.3% | $8,698+48.0% | $5,403+138.3% |