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 6-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 | $72,271 | $142,344-49.2% | $119,609-39.6% | $134,475-46.3% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -8.17% | -12.44%+4.3pp | -14.97%+6.8pp | 417.96%-426.1pp |
| Employer contribution / active EE | $3,400 | $5,222-34.9% | $4,232-19.7% | $4,740-28.3% |
| Participant deferral / active EE | $4,250 | $6,469-34.3% | $5,602-24.1% | $6,400-33.6% |
| Admin fee / account holder | $418 | $13,584-96.9% | $10,323-95.9% | $11,426-96.3% |