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 | $77,938 | $81,900-4.8% | $119,609-34.8% | $68,494+13.8% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -12.51% | -23.82%+11.3pp | -14.97%+2.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,362 | $2,693-49.4% | $4,232-67.8% | $2,596-47.5% |
| Participant deferral / active EE | $3,115 | $4,148-24.9% | $5,602-44.4% | $4,027-22.6% |
| Admin fee / account holder | $2,030 | $6,582-69.2% | $10,323-80.3% | $5,403-62.4% |