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 | $115,517 | $142,344-18.8% | $119,609-3.4% | $134,475-14.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.10% | -12.44%+11.3pp | -14.97%+13.9pp | 417.96%-419.1pp |
| Employer contribution / active EE | $2,343 | $5,222-55.1% | $4,232-44.6% | $4,740-50.6% |
| Participant deferral / active EE | $5,514 | $6,469-14.8% | $5,602-1.6% | $6,400-13.8% |
| Admin fee / account holder | $511 | $13,584-96.2% | $10,323-95.0% | $11,426-95.5% |