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 9-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 | $140,040 | $167,307-16.3% | $143,757-2.6% | $134,475+4.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -14.44% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,402 | $5,619-57.3% | $4,951-51.5% | $4,740-49.3% |
| Participant deferral / active EE | $5,702 | $6,446-11.5% | $5,637+1.1% | $6,400-10.9% |
| Admin fee / account holder | $8,358 | $18,088-53.8% | $14,673-43.0% | $11,426-26.9% |