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 | $74,917 | $81,900-8.5% | $119,609-37.4% | $68,494+9.4% |
| Participation rate | 70.0% | 71.9%-1.9pp | 79.3%-9.3pp | 67.9%+2.1pp |
| Annual return | -16.49% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,960 | $2,693-27.2% | $4,232-53.7% | $2,596-24.5% |
| Participant deferral / active EE | $5,210 | $4,148+25.6% | $5,602-7.0% | $4,027+29.4% |
| Admin fee / account holder | $1,411 | $6,582-78.6% | $10,323-86.3% | $5,403-73.9% |