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 | $68,751 | $71,883-4.4% | $86,677-20.7% | $68,494+0.4% |
| Participation rate | 71.1% | 72.2%-1.2pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -18.06% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,594 | $2,173-26.7% | $2,836-43.8% | $2,596-38.6% |
| Participant deferral / active EE | $3,603 | $3,779-4.7% | $4,656-22.6% | $4,027-10.5% |
| Admin fee / account holder | $11,028 | $6,112+80.4% | $7,493+47.2% | $5,403+104.1% |