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 | $117,493 | $81,900+43.5% | $119,609-1.8% | $68,494+71.5% |
| Participation rate | 74.1% | 71.9%+2.2pp | 79.3%-5.2pp | 67.9%+6.2pp |
| Annual return | -12.81% | -23.82%+11.0pp | -14.97%+2.2pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,007 | $2,693-25.5% | $4,232-52.6% | $2,596-22.7% |
| Participant deferral / active EE | $4,046 | $4,148-2.4% | $5,602-27.8% | $4,027+0.5% |
| Admin fee / account holder | $19,172 | $6,582+191.3% | $10,323+85.7% | $5,403+254.9% |