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 8-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 | $138,863 | $142,344-2.4% | $119,609+16.1% | $134,475+3.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -15.04% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,375 | $5,222-54.5% | $4,232-43.9% | $4,740-49.9% |
| Participant deferral / active EE | $9,532 | $6,469+47.3% | $5,602+70.1% | $6,400+48.9% |
| Admin fee / account holder | $1,034 | $13,584-92.4% | $10,323-90.0% | $11,426-90.9% |