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 | $128,931 | $142,344-9.4% | $119,609+7.8% | $134,475-4.1% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -13.35% | -12.44%-0.9pp | -14.97%+1.6pp | 417.96%-431.3pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,210 | $6,469+11.4% | $5,602+28.7% | $6,400+12.7% |
| Admin fee / account holder | $2,777 | $13,584-79.6% | $10,323-73.1% | $11,426-75.7% |