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 | $127,571 | $142,344-10.4% | $119,609+6.7% | $134,475-5.1% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -16.19% | -12.44%-3.8pp | -14.97%-1.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,511 | $5,222-32.8% | $4,232-17.0% | $4,740-25.9% |
| Participant deferral / active EE | $8,996 | $6,469+39.1% | $5,602+60.6% | $6,400+40.6% |
| Admin fee / account holder | $14,670 | $13,584+8.0% | $10,323+42.1% | $11,426+28.4% |