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 6-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 | $83,431 | $95,862-13.0% | $79,550+4.9% | $134,475-38.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -11.89% | -2.69%-9.2pp | 0.16%-12.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,654 | $3,128-47.1% | $2,413-31.5% | $4,740-65.1% |
| Participant deferral / active EE | $6,470 | $4,693+37.9% | $3,985+62.4% | $6,400+1.1% |
| Admin fee / account holder | $793 | $9,126-91.3% | $6,832-88.4% | $11,426-93.1% |