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 | $69,366 | $64,707+7.2% | $112,228-38.2% | $68,494+1.3% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -18.57% | -11.40%-7.2pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,355 | $2,746-14.2% | $3,635-35.2% | $2,596-9.3% |
| Participant deferral / active EE | $4,288 | $3,565+20.3% | $4,728-9.3% | $4,027+6.5% |
| Admin fee / account holder | $3,389 | $5,232-35.2% | $6,410-47.1% | $5,403-37.3% |