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 | $133,229 | $110,094+21.0% | $151,611-12.1% | $68,494+94.5% |
| Participation rate | 81.7% | 84.0%-2.3pp | 87.5%-5.8pp | 67.9%+13.8pp |
| Annual return | -16.95% | -10.12%-6.8pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,616 | $6,527+93.3% | $8,363+50.8% | $4,027+213.3% |
| Admin fee / account holder | $1,338 | $7,719-82.7% | $11,616-88.5% | $5,403-75.2% |