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 | $77,233 | $82,664-6.6% | $125,339-38.4% | $68,494+12.8% |
| Participation rate | 78.8% | 75.0%+3.8pp | 82.4%-3.5pp | 67.9%+11.0pp |
| Annual return | -18.70% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,386 | $3,381+0.1% | $4,814-29.7% | $2,596+30.4% |
| Participant deferral / active EE | $7,553 | $6,110+23.6% | $7,446+1.4% | $4,027+87.6% |
| Admin fee / account holder | $2,087 | $6,275-66.7% | $10,010-79.1% | $5,403-61.4% |