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 | $86,440 | $81,900+5.5% | $119,609-27.7% | $68,494+26.2% |
| Participation rate | 92.1% | 71.9%+20.2pp | 79.3%+12.8pp | 67.9%+24.2pp |
| Annual return | -11.51% | -23.82%+12.3pp | -14.97%+3.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,082 | $2,693-59.8% | $4,232-74.4% | $2,596-58.3% |
| Participant deferral / active EE | $6,169 | $4,148+48.7% | $5,602+10.1% | $4,027+53.2% |
| Admin fee / account holder | $3,997 | $6,582-39.3% | $10,323-61.3% | $5,403-26.0% |