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 | $93,294 | $81,900+13.9% | $119,609-22.0% | $68,494+36.2% |
| Participation rate | 72.8% | 71.9%+0.9pp | 79.3%-6.4pp | 67.9%+5.0pp |
| Annual return | -13.94% | -23.82%+9.9pp | -14.97%+1.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,349 | $4,148-19.2% | $5,602-40.2% | $4,027-16.8% |
| Admin fee / account holder | $12,019 | $6,582+82.6% | $10,323+16.4% | $5,403+122.5% |