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 5-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 | $84,118 | $158,817-47.0% | $121,196-30.6% | $135,375-37.9% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.7%+6.0pp | 82.6%-4.9pp |
| Annual return | -2.76% | -0.64%-2.1pp | 16.93%-19.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,223 | $4,005+155.3% | $3,344+205.7% | $5,609+82.3% |
| Admin fee / account holder | $1,028 | $6,512-84.2% | $5,019-79.5% | $10,827-90.5% |