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 | $59,998 | $81,900-26.7% | $119,609-49.8% | $68,494-12.4% |
| Participation rate | 77.4% | 71.9%+5.5pp | 79.3%-1.8pp | 67.9%+9.5pp |
| Annual return | -12.82% | -23.82%+11.0pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,061 | $2,693+50.8% | $4,232-4.0% | $2,596+56.4% |
| Participant deferral / active EE | $6,742 | $4,148+62.5% | $5,602+20.3% | $4,027+67.4% |
| Admin fee / account holder | $4,480 | $6,582-31.9% | $10,323-56.6% | $5,403-17.1% |