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 | $123,859 | $167,307-26.0% | $143,757-13.8% | $134,475-7.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.01% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,624 | $5,619-53.3% | $4,951-47.0% | $4,740-44.6% |
| Participant deferral / active EE | $4,217 | $6,446-34.6% | $5,637-25.2% | $6,400-34.1% |
| Admin fee / account holder | $785 | $18,088-95.7% | $14,673-94.6% | $11,426-93.1% |