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 | $86,154 | $82,664+4.2% | $125,339-31.3% | $68,494+25.8% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -14.67% | -5.97%-8.7pp | 572.05%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $4,768 | $3,381+41.0% | $4,814-0.9% | $2,596+83.6% |
| Participant deferral / active EE | $5,702 | $6,110-6.7% | $7,446-23.4% | $4,027+41.6% |
| Admin fee / account holder | $1,486 | $6,275-76.3% | $10,010-85.2% | $5,403-72.5% |