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 | $71,421 | $81,900-12.8% | $119,609-40.3% | $68,494+4.3% |
| Participation rate | 97.3% | 71.9%+25.4pp | 79.3%+18.0pp | 67.9%+29.4pp |
| Annual return | -18.07% | -23.82%+5.7pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,354 | $2,693-12.6% | $4,232-44.4% | $2,596-9.3% |
| Participant deferral / active EE | $8,472 | $4,148+104.3% | $5,602+51.2% | $4,027+110.4% |
| Admin fee / account holder | $1,389 | $6,582-78.9% | $10,323-86.5% | $5,403-74.3% |