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 | $86,931 | $142,344-38.9% | $119,609-27.3% | $134,475-35.4% |
| Participation rate | 73.3% | 82.8%-9.5pp | 79.3%-5.9pp | 81.2%-7.9pp |
| Annual return | -16.68% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,020 | $5,222-61.3% | $4,232-52.3% | $4,740-57.4% |
| Participant deferral / active EE | $7,672 | $6,469+18.6% | $5,602+36.9% | $6,400+19.9% |
| Admin fee / account holder | $3,621 | $13,584-73.3% | $10,323-64.9% | $11,426-68.3% |