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 | $80,482 | $95,862-16.0% | $79,550+1.2% | $134,475-40.2% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -18.24% | -2.69%-15.6pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,273 | $3,128-27.3% | $2,413-5.8% | $4,740-52.0% |
| Participant deferral / active EE | $3,332 | $4,693-29.0% | $3,985-16.4% | $6,400-47.9% |
| Admin fee / account holder | $24,144 | $9,126+164.6% | $6,832+253.4% | $11,426+111.3% |