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 | $73,986 | $73,867+0.2% | $143,757-48.5% | $68,494+8.0% |
| Participation rate | 77.1% | 66.7%+10.5pp | 80.3%-3.2pp | 67.9%+9.3pp |
| Annual return | -17.10% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,269 | $3,184-60.1% | $4,951-74.4% | $2,596-51.1% |
| Participant deferral / active EE | $3,842 | $3,384+13.5% | $5,637-31.8% | $4,027-4.6% |
| Admin fee / account holder | $31,237 | $5,755+442.8% | $14,673+112.9% | $5,403+478.2% |