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 | $87,419 | $81,900+6.7% | $119,609-26.9% | $68,494+27.6% |
| Participation rate | 78.2% | 71.9%+6.3pp | 79.3%-1.1pp | 67.9%+10.3pp |
| Annual return | -10.41% | -23.82%+13.4pp | -14.97%+4.6pp | -7.84%-2.6pp |
| Employer contribution / active EE | $696 | $2,693-74.1% | $4,232-83.5% | $2,596-73.2% |
| Participant deferral / active EE | $3,980 | $4,148-4.0% | $5,602-29.0% | $4,027-1.2% |
| Admin fee / account holder | $14,776 | $6,582+124.5% | $10,323+43.1% | $5,403+173.5% |