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 4-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 | $69,945 | $73,867-5.3% | $143,757-51.3% | $68,494+2.1% |
| Participation rate | 95.4% | 66.7%+28.7pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -17.49% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,694 | $3,184-15.4% | $4,951-45.6% | $2,596+3.8% |
| Participant deferral / active EE | $6,037 | $3,384+78.4% | $5,637+7.1% | $4,027+49.9% |
| Admin fee / account holder | $3,242 | $5,755-43.7% | $14,673-77.9% | $5,403-40.0% |