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 | $104,229 | $142,344-26.8% | $119,609-12.9% | $134,475-22.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -19.49% | -12.44%-7.0pp | -14.97%-4.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,070 | $5,222-22.1% | $4,232-3.8% | $4,740-14.1% |
| Participant deferral / active EE | $9,868 | $6,469+52.5% | $5,602+76.1% | $6,400+54.2% |
| Admin fee / account holder | $15,835 | $13,584+16.6% | $10,323+53.4% | $11,426+38.6% |