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 | $99,523 | $92,222+7.9% | $76,768+29.6% | $135,375-26.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,613 | $3,216-49.8% | $2,485-35.1% | $4,779-66.2% |
| Participant deferral / active EE | $4,644 | $4,509+3.0% | $3,852+20.6% | $5,609-17.2% |
| Admin fee / account holder | $1,224 | $10,748-88.6% | $6,675-81.7% | $10,827-88.7% |