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 | $80,826 | $142,344-43.2% | $119,609-32.4% | $134,475-39.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -16.00% | -12.44%-3.6pp | -14.97%-1.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $7,508 | $5,222+43.8% | $4,232+77.4% | $4,740+58.4% |
| Participant deferral / active EE | $14,301 | $6,469+121.1% | $5,602+155.3% | $6,400+123.5% |
| Admin fee / account holder | $2,480 | $13,584-81.7% | $10,323-76.0% | $11,426-78.3% |