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 | $70,217 | $81,900-14.3% | $119,609-41.3% | $68,494+2.5% |
| Participation rate | 86.5% | 71.9%+14.6pp | 79.3%+7.2pp | 67.9%+18.6pp |
| Annual return | -17.58% | -23.82%+6.2pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,257 | $2,693+20.9% | $4,232-23.0% | $2,596+25.4% |
| Participant deferral / active EE | $6,229 | $4,148+50.2% | $5,602+11.2% | $4,027+54.7% |
| Admin fee / account holder | $8,035 | $6,582+22.1% | $10,323-22.2% | $5,403+48.7% |