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 | $69,627 | $64,707+7.6% | $112,228-38.0% | $68,494+1.7% |
| Participation rate | 81.4% | 67.2%+14.2pp | 75.1%+6.3pp | 67.9%+13.5pp |
| Annual return | -14.92% | -11.40%-3.5pp | 27.45%-42.4pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,836 | $2,746-33.1% | $3,635-49.5% | $2,596-29.3% |
| Participant deferral / active EE | $3,368 | $3,565-5.5% | $4,728-28.8% | $4,027-16.4% |
| Admin fee / account holder | $5,570 | $5,232+6.5% | $6,410-13.1% | $5,403+3.1% |