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 | $51,956 | $142,344-63.5% | $119,609-56.6% | $134,475-61.4% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.3%-0.3pp | 81.2%-2.3pp |
| Annual return | -17.60% | -12.44%-5.2pp | -14.97%-2.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,469 | $5,222-52.7% | $4,232-41.7% | $4,740-47.9% |
| Participant deferral / active EE | $6,395 | $6,469-1.1% | $5,602+14.2% | $6,400-0.1% |
| Admin fee / account holder | $1,016 | $13,584-92.5% | $10,323-90.2% | $11,426-91.1% |