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 | $95,930 | $142,344-32.6% | $119,609-19.8% | $134,475-28.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -19.30% | -12.44%-6.9pp | -14.97%-4.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $3,585 | $5,222-31.3% | $4,232-15.3% | $4,740-24.4% |
| Participant deferral / active EE | $5,777 | $6,469-10.7% | $5,602+3.1% | $6,400-9.7% |
| Admin fee / account holder | $449 | $13,584-96.7% | $10,323-95.7% | $11,426-96.1% |