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 | $81,607 | $107,791-24.3% | $90,645-10.0% | $135,375-39.7% |
| Participation rate | 70.0% | 78.0%-8.0pp | 74.0%-4.0pp | 82.6%-12.6pp |
| Annual return | -2.29% | -0.90%-1.4pp | 1.88%-4.2pp | 519.73%-522.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,598 | $3,872-32.9% | $3,425-24.1% | $5,609-53.7% |
| Admin fee / account holder | $5,927 | $5,930-0.1% | $4,994+18.7% | $10,827-45.3% |