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 | $79,865 | $142,344-43.9% | $119,609-33.2% | $134,475-40.6% |
| Participation rate | 85.0% | 82.8%+2.2pp | 79.3%+5.7pp | 81.2%+3.8pp |
| Annual return | -18.49% | -12.44%-6.1pp | -14.97%-3.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,070 | $5,222-41.2% | $4,232-27.5% | $4,740-35.2% |
| Participant deferral / active EE | $6,749 | $6,469+4.3% | $5,602+20.5% | $6,400+5.5% |
| Admin fee / account holder | $16,276 | $13,584+19.8% | $10,323+57.7% | $11,426+42.4% |