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 | $89,075 | $81,900+8.8% | $119,609-25.5% | $68,494+30.0% |
| Participation rate | 89.6% | 71.9%+17.7pp | 79.3%+10.3pp | 67.9%+21.7pp |
| Annual return | -5.73% | -23.82%+18.1pp | -14.97%+9.2pp | -7.84%+2.1pp |
| Employer contribution / active EE | $2,900 | $2,693+7.7% | $4,232-31.5% | $2,596+11.7% |
| Participant deferral / active EE | $4,729 | $4,148+14.0% | $5,602-15.6% | $4,027+17.4% |
| Admin fee / account holder | $1,554 | $6,582-76.4% | $10,323-84.9% | $5,403-71.2% |