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 | $75,340 | $81,900-8.0% | $119,609-37.0% | $68,494+10.0% |
| Participation rate | 72.2% | 71.9%+0.3pp | 79.3%-7.0pp | 67.9%+4.3pp |
| Annual return | -13.64% | -23.82%+10.2pp | -14.97%+1.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,294 | $4,148+3.5% | $5,602-23.3% | $4,027+6.6% |
| Admin fee / account holder | $5,290 | $6,582-19.6% | $10,323-48.8% | $5,403-2.1% |