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 | $73,396 | $81,900-10.4% | $119,609-38.6% | $68,494+7.2% |
| Participation rate | 85.2% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -15.50% | -23.82%+8.3pp | -14.97%-0.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,755 | $2,693-34.8% | $4,232-58.5% | $2,596-32.4% |
| Participant deferral / active EE | $4,487 | $4,148+8.2% | $5,602-19.9% | $4,027+11.4% |
| Admin fee / account holder | $3,555 | $6,582-46.0% | $10,323-65.6% | $5,403-34.2% |