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 | $82,081 | $81,900+0.2% | $119,609-31.4% | $68,494+19.8% |
| Participation rate | 79.6% | 71.9%+7.7pp | 79.3%+0.4pp | 67.9%+11.7pp |
| Annual return | -12.46% | -23.82%+11.4pp | -14.97%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $740 | $2,693-72.5% | $4,232-82.5% | $2,596-71.5% |
| Participant deferral / active EE | $3,786 | $4,148-8.7% | $5,602-32.4% | $4,027-6.0% |
| Admin fee / account holder | $1,236 | $6,582-81.2% | $10,323-88.0% | $5,403-77.1% |