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 | $70,929 | $73,004-2.8% | $90,749-21.8% | $68,494+3.6% |
| Participation rate | 71.1% | 70.8%+0.2pp | 75.7%-4.6pp | 67.9%+3.2pp |
| Annual return | -16.73% | -13.81%-2.9pp | -12.16%-4.6pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,816 | $2,193-17.2% | $2,921-37.8% | $2,596-30.0% |
| Participant deferral / active EE | $4,096 | $3,627+12.9% | $4,564-10.3% | $4,027+1.7% |
| Admin fee / account holder | $891 | $5,896-84.9% | $8,445-89.5% | $5,403-83.5% |