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 | $113,949 | $142,344-19.9% | $119,609-4.7% | $134,475-15.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.85% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,983 | $5,222-42.9% | $4,232-29.5% | $4,740-37.1% |
| Participant deferral / active EE | $7,072 | $6,469+9.3% | $5,602+26.2% | $6,400+10.5% |
| Admin fee / account holder | $5,271 | $13,584-61.2% | $10,323-48.9% | $11,426-53.9% |