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 | $82,197 | $81,900+0.4% | $119,609-31.3% | $68,494+20.0% |
| Participation rate | 82.8% | 71.9%+10.9pp | 79.3%+3.5pp | 67.9%+14.9pp |
| Annual return | -16.80% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,355 | $2,693-12.6% | $4,232-44.4% | $2,596-9.3% |
| Participant deferral / active EE | $4,340 | $4,148+4.6% | $5,602-22.5% | $4,027+7.8% |
| Admin fee / account holder | $6,362 | $6,582-3.3% | $10,323-38.4% | $5,403+17.7% |