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 | $66,402 | $81,900-18.9% | $119,609-44.5% | $68,494-3.1% |
| Participation rate | 73.0% | 71.9%+1.1pp | 79.3%-6.3pp | 67.9%+5.1pp |
| Annual return | -13.64% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,558 | $2,693-42.2% | $4,232-63.2% | $2,596-40.0% |
| Participant deferral / active EE | $6,627 | $4,148+59.8% | $5,602+18.3% | $4,027+64.6% |
| Admin fee / account holder | $33,410 | $6,582+407.6% | $10,323+223.6% | $5,403+518.4% |