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 | $79,455 | $82,664-3.9% | $125,339-36.6% | $68,494+16.0% |
| Participation rate | 86.0% | 75.0%+11.0pp | 82.4%+3.6pp | 67.9%+18.1pp |
| Annual return | -12.89% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,763 | $3,381-47.9% | $4,814-63.4% | $2,596-32.1% |
| Participant deferral / active EE | $6,062 | $6,110-0.8% | $7,446-18.6% | $4,027+50.5% |
| Admin fee / account holder | $8,949 | $6,275+42.6% | $10,010-10.6% | $5,403+65.6% |