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 | $67,330 | $72,404-7.0% | $110,238-38.9% | $64,186+4.9% |
| Participation rate | 70.1% | 73.3%-3.2pp | 79.8%-9.7pp | 69.6%+0.6pp |
| Annual return | -5.31% | -6.29%+1.0pp | 314.74%-320.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,434 | $2,282-37.2% | $3,826-62.5% | $2,381-39.8% |
| Participant deferral / active EE | $3,683 | $3,469+6.1% | $4,672-21.2% | $3,470+6.1% |
| Admin fee / account holder | $3,149 | $5,664-44.4% | $8,547-63.2% | $4,888-35.6% |