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 | $40,101 | $142,344-71.8% | $119,609-66.5% | $134,475-70.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.45% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,865 | $5,222-64.3% | $4,232-55.9% | $4,740-60.7% |
| Participant deferral / active EE | $4,136 | $6,469-36.1% | $5,602-26.2% | $6,400-35.4% |
| Admin fee / account holder | $1,884 | $13,584-86.1% | $10,323-81.8% | $11,426-83.5% |