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 | $68,951 | $82,664-16.6% | $125,339-45.0% | $68,494+0.7% |
| Participation rate | 88.0% | 75.0%+12.9pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,034 | $3,381-39.8% | $4,814-57.7% | $2,596-21.7% |
| Participant deferral / active EE | $8,044 | $6,110+31.6% | $7,446+8.0% | $4,027+99.7% |
| Admin fee / account holder | $1,454 | $6,275-76.8% | $10,010-85.5% | $5,403-73.1% |