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 | $99,415 | $142,344-30.2% | $119,609-16.9% | $134,475-26.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.20% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $1,344 | $5,222-74.3% | $4,232-68.2% | $4,740-71.6% |
| Participant deferral / active EE | $5,385 | $6,469-16.8% | $5,602-3.9% | $6,400-15.9% |
| Admin fee / account holder | $605 | $13,584-95.5% | $10,323-94.1% | $11,426-94.7% |