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 | $67,265 | $82,664-18.6% | $125,339-46.3% | $68,494-1.8% |
| Participation rate | 75.4% | 75.0%+0.4pp | 82.4%-6.9pp | 67.9%+7.6pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,142 | $3,381-36.6% | $4,814-55.5% | $2,596-17.5% |
| Participant deferral / active EE | $8,057 | $6,110+31.9% | $7,446+8.2% | $4,027+100.1% |
| Admin fee / account holder | $506 | $6,275-91.9% | $10,010-94.9% | $5,403-90.6% |