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 | $66,681 | $81,900-18.6% | $119,609-44.3% | $68,494-2.6% |
| Participation rate | 70.3% | 71.9%-1.6pp | 79.3%-8.9pp | 67.9%+2.4pp |
| Annual return | -14.04% | -23.82%+9.8pp | -14.97%+0.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,622 | $2,693-39.8% | $4,232-61.7% | $2,596-37.5% |
| Participant deferral / active EE | $4,606 | $4,148+11.1% | $5,602-17.8% | $4,027+14.4% |
| Admin fee / account holder | $10,871 | $6,582+65.2% | $10,323+5.3% | $5,403+101.2% |