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 9-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 | $69,338 | $110,094-37.0% | $151,611-54.3% | $68,494+1.2% |
| Participation rate | 78.4% | 84.0%-5.5pp | 87.5%-9.1pp | 67.9%+10.5pp |
| Annual return | -17.02% | -10.12%-6.9pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,769 | $4,471-15.7% | $6,166-38.9% | $2,596+45.2% |
| Participant deferral / active EE | $7,752 | $6,527+18.8% | $8,363-7.3% | $4,027+92.5% |
| Admin fee / account holder | $3,074 | $7,719-60.2% | $11,616-73.5% | $5,403-43.1% |