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 | $76,970 | $81,900-6.0% | $119,609-35.6% | $68,494+12.4% |
| Participation rate | 82.7% | 71.9%+10.8pp | 79.3%+3.4pp | 67.9%+14.8pp |
| Annual return | -18.14% | -23.82%+5.7pp | -14.97%-3.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,030 | $2,693-61.8% | $4,232-75.7% | $2,596-60.3% |
| Participant deferral / active EE | $4,150 | $4,148+0.1% | $5,602-25.9% | $4,027+3.0% |
| Admin fee / account holder | $23,107 | $6,582+251.1% | $10,323+123.8% | $5,403+327.7% |