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 | $88,456 | $167,307-47.1% | $143,757-38.5% | $134,475-34.2% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -18.18% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $4,653 | $5,619-17.2% | $4,951-6.0% | $4,740-1.8% |
| Participant deferral / active EE | $4,411 | $6,446-31.6% | $5,637-21.8% | $6,400-31.1% |
| Admin fee / account holder | $1,801 | $18,088-90.0% | $14,673-87.7% | $11,426-84.2% |