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 | $65,914 | $142,344-53.7% | $119,609-44.9% | $134,475-51.0% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.54% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,668 | $5,222-48.9% | $4,232-37.0% | $4,740-43.7% |
| Participant deferral / active EE | $4,331 | $6,469-33.0% | $5,602-22.7% | $6,400-32.3% |
| Admin fee / account holder | $1,177 | $13,584-91.3% | $10,323-88.6% | $11,426-89.7% |