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 | $69,087 | $81,900-15.6% | $119,609-42.2% | $68,494+0.9% |
| Participation rate | 75.7% | 71.9%+3.8pp | 79.3%-3.5pp | 67.9%+7.8pp |
| Annual return | -8.32% | -23.82%+15.5pp | -14.97%+6.6pp | -7.84%-0.5pp |
| Employer contribution / active EE | $2,590 | $2,693-3.8% | $4,232-38.8% | $2,596-0.2% |
| Participant deferral / active EE | $6,490 | $4,148+56.5% | $5,602+15.8% | $4,027+61.1% |
| Admin fee / account holder | $4,499 | $6,582-31.6% | $10,323-56.4% | $5,403-16.7% |