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 | $73,795 | $81,900-9.9% | $119,609-38.3% | $68,494+7.7% |
| Participation rate | 89.7% | 71.9%+17.8pp | 79.3%+10.4pp | 67.9%+21.8pp |
| Annual return | -12.02% | -23.82%+11.8pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,169 | $2,693-19.5% | $4,232-48.7% | $2,596-16.4% |
| Participant deferral / active EE | $7,373 | $4,148+77.8% | $5,602+31.6% | $4,027+83.1% |
| Admin fee / account holder | $5,817 | $6,582-11.6% | $10,323-43.7% | $5,403+7.7% |