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 | $131,904 | $167,307-21.2% | $143,757-8.2% | $134,475-1.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.38% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,607 | $5,619-53.6% | $4,951-47.3% | $4,740-45.0% |
| Participant deferral / active EE | $5,800 | $6,446-10.0% | $5,637+2.9% | $6,400-9.4% |
| Admin fee / account holder | $393 | $18,088-97.8% | $14,673-97.3% | $11,426-96.6% |