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 | $71,803 | $110,094-34.8% | $151,611-52.6% | $68,494+4.8% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.4pp | 67.9%+14.3pp |
| Annual return | -16.36% | -10.12%-6.2pp | 3.33%-19.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,088 | $4,471-53.3% | $6,166-66.1% | $2,596-19.6% |
| Participant deferral / active EE | $3,249 | $6,527-50.2% | $8,363-61.2% | $4,027-19.3% |
| Admin fee / account holder | $38,444 | $7,719+398.1% | $11,616+231.0% | $5,403+611.6% |