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 | $73,238 | $105,860-30.8% | $90,749-19.3% | $134,475-45.5% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -14.71% | -11.01%-3.7pp | -12.16%-2.5pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,757 | $3,462-49.3% | $2,921-39.9% | $4,740-62.9% |
| Participant deferral / active EE | $3,763 | $5,216-27.8% | $4,564-17.5% | $6,400-41.2% |
| Admin fee / account holder | $1,784 | $13,938-87.2% | $8,445-78.9% | $11,426-84.4% |