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 | $104,690 | $142,344-26.5% | $119,609-12.5% | $134,475-22.1% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -3.40% | -12.44%+9.0pp | -14.97%+11.6pp | 417.96%-421.4pp |
| Employer contribution / active EE | $1,515 | $5,222-71.0% | $4,232-64.2% | $4,740-68.0% |
| Participant deferral / active EE | $6,661 | $6,469+3.0% | $5,602+18.9% | $6,400+4.1% |
| Admin fee / account holder | $4,455 | $13,584-67.2% | $10,323-56.8% | $11,426-61.0% |