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 | $72,740 | $81,900-11.2% | $119,609-39.2% | $68,494+6.2% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -16.57% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,035 | $2,693+12.7% | $4,232-28.3% | $2,596+16.9% |
| Participant deferral / active EE | $3,995 | $4,148-3.7% | $5,602-28.7% | $4,027-0.8% |
| Admin fee / account holder | $4,456 | $6,582-32.3% | $10,323-56.8% | $5,403-17.5% |