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 | $75,745 | $81,900-7.5% | $119,609-36.7% | $68,494+10.6% |
| Participation rate | 93.5% | 71.9%+21.7pp | 79.3%+14.3pp | 67.9%+25.7pp |
| Annual return | -15.56% | -23.82%+8.3pp | -14.97%-0.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,105 | $2,693+15.3% | $4,232-26.6% | $2,596+19.6% |
| Participant deferral / active EE | $4,970 | $4,148+19.8% | $5,602-11.3% | $4,027+23.4% |
| Admin fee / account holder | $979 | $6,582-85.1% | $10,323-90.5% | $5,403-81.9% |