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 | $82,549 | $142,344-42.0% | $119,609-31.0% | $134,475-38.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.74% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,487 | $5,222-71.5% | $4,232-64.9% | $4,740-68.6% |
| Participant deferral / active EE | $10,296 | $6,469+59.2% | $5,602+83.8% | $6,400+60.9% |
| Admin fee / account holder | $387 | $13,584-97.2% | $10,323-96.3% | $11,426-96.6% |