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 | $77,772 | $82,664-5.9% | $125,339-38.0% | $68,494+13.5% |
| Participation rate | 71.2% | 75.0%-3.8pp | 82.4%-11.1pp | 67.9%+3.3pp |
| Annual return | -15.23% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $5,950 | $3,381+76.0% | $4,814+23.6% | $2,596+129.2% |
| Participant deferral / active EE | $7,683 | $6,110+25.7% | $7,446+3.2% | $4,027+90.8% |
| Admin fee / account holder | $1,674 | $6,275-73.3% | $10,010-83.3% | $5,403-69.0% |