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 | $120,973 | $142,344-15.0% | $119,609+1.1% | $134,475-10.0% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -18.58% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,758 | $5,222-8.9% | $4,232+12.4% | $4,740+0.4% |
| Participant deferral / active EE | $8,924 | $6,469+37.9% | $5,602+59.3% | $6,400+39.4% |
| Admin fee / account holder | $7,720 | $13,584-43.2% | $10,323-25.2% | $11,426-32.4% |