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 | $66,047 | $64,707+2.1% | $112,228-41.1% | $68,494-3.6% |
| Participation rate | 73.0% | 67.2%+5.8pp | 75.1%-2.1pp | 67.9%+5.1pp |
| Annual return | -18.70% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,821 | $2,746-33.7% | $3,635-49.9% | $2,596-29.9% |
| Participant deferral / active EE | $5,930 | $3,565+66.3% | $4,728+25.4% | $4,027+47.2% |
| Admin fee / account holder | $3,793 | $5,232-27.5% | $6,410-40.8% | $5,403-29.8% |