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 | $82,851 | $81,900+1.2% | $119,609-30.7% | $68,494+21.0% |
| Participation rate | 91.4% | 71.9%+19.5pp | 79.3%+12.2pp | 67.9%+23.5pp |
| Annual return | -14.48% | -23.82%+9.3pp | -14.97%+0.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $6,857 | $2,693+154.6% | $4,232+62.0% | $2,596+164.1% |
| Participant deferral / active EE | $5,631 | $4,148+35.8% | $5,602+0.5% | $4,027+39.8% |
| Admin fee / account holder | $11,654 | $6,582+77.1% | $10,323+12.9% | $5,403+115.7% |