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 | $79,066 | $81,900-3.5% | $119,609-33.9% | $68,494+15.4% |
| Participation rate | 94.2% | 71.9%+22.3pp | 79.3%+15.0pp | 67.9%+26.3pp |
| Annual return | -12.35% | -23.82%+11.5pp | -14.97%+2.6pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,074 | $2,693-60.1% | $4,232-74.6% | $2,596-58.6% |
| Participant deferral / active EE | $6,516 | $4,148+57.1% | $5,602+16.3% | $4,027+61.8% |
| Admin fee / account holder | $2,442 | $6,582-62.9% | $10,323-76.3% | $5,403-54.8% |