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 | $69,408 | $73,004-4.9% | $90,749-23.5% | $68,494+1.3% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -16.99% | -13.81%-3.2pp | -12.16%-4.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,146 | $2,193+43.4% | $2,921+7.7% | $2,596+21.2% |
| Participant deferral / active EE | $5,422 | $3,627+49.5% | $4,564+18.8% | $4,027+34.6% |
| Admin fee / account holder | $1,792 | $5,896-69.6% | $8,445-78.8% | $5,403-66.8% |