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 | $54,950 | $142,344-61.4% | $119,609-54.1% | $134,475-59.1% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -19.14% | -12.44%-6.7pp | -14.97%-4.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $4,230 | $5,222-19.0% | $4,232-0.1% | $4,740-10.8% |
| Participant deferral / active EE | $4,594 | $6,469-29.0% | $5,602-18.0% | $6,400-28.2% |
| Admin fee / account holder | $3,286 | $13,584-75.8% | $10,323-68.2% | $11,426-71.2% |