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 | $76,220 | $73,004+4.4% | $90,749-16.0% | $68,494+11.3% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -18.30% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,995 | $2,193-9.0% | $2,921-31.7% | $2,596-23.2% |
| Participant deferral / active EE | $5,648 | $3,627+55.7% | $4,564+23.7% | $4,027+40.2% |
| Admin fee / account holder | $7,290 | $5,896+23.6% | $8,445-13.7% | $5,403+34.9% |