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 | $114,428 | $142,344-19.6% | $119,609-4.3% | $134,475-14.9% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -13.01% | -12.44%-0.6pp | -14.97%+2.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,182 | $5,222-58.2% | $4,232-48.4% | $4,740-54.0% |
| Participant deferral / active EE | $5,836 | $6,469-9.8% | $5,602+4.2% | $6,400-8.8% |
| Admin fee / account holder | $11,837 | $13,584-12.9% | $10,323+14.7% | $11,426+3.6% |