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 | $99,081 | $142,344-30.4% | $119,609-17.2% | $134,475-26.3% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -18.36% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,457 | $5,222-52.9% | $4,232-41.9% | $4,740-48.2% |
| Participant deferral / active EE | $6,281 | $6,469-2.9% | $5,602+12.1% | $6,400-1.9% |
| Admin fee / account holder | $620 | $13,584-95.4% | $10,323-94.0% | $11,426-94.6% |