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 8-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 | $65,943 | $82,664-20.2% | $125,339-47.4% | $68,494-3.7% |
| Participation rate | 77.0% | 75.0%+2.0pp | 82.4%-5.3pp | 67.9%+9.2pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,847 | $6,110+77.5% | $7,446+45.7% | $4,027+169.3% |
| Admin fee / account holder | $4,433 | $6,275-29.4% | $10,010-55.7% | $5,403-18.0% |