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 | $79,839 | $110,094-27.5% | $151,611-47.3% | $68,494+16.6% |
| Participation rate | 75.8% | 84.0%-8.2pp | 87.5%-11.7pp | 67.9%+7.9pp |
| Annual return | -17.09% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,436 | $4,471-67.9% | $6,166-76.7% | $2,596-44.7% |
| Participant deferral / active EE | $14,356 | $6,527+119.9% | $8,363+71.6% | $4,027+256.5% |
| Admin fee / account holder | $1,342 | $7,719-82.6% | $11,616-88.4% | $5,403-75.2% |