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 | $75,861 | $81,900-7.4% | $119,609-36.6% | $68,494+10.8% |
| Participation rate | 81.0% | 71.9%+9.1pp | 79.3%+1.7pp | 67.9%+13.1pp |
| Annual return | -18.01% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,833 | $2,693-31.9% | $4,232-56.7% | $2,596-29.4% |
| Participant deferral / active EE | $4,665 | $4,148+12.5% | $5,602-16.7% | $4,027+15.8% |
| Admin fee / account holder | $4,771 | $6,582-27.5% | $10,323-53.8% | $5,403-11.7% |