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 | $52,921 | $167,307-68.4% | $143,757-63.2% | $134,475-60.6% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -17.73% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $3,299 | $5,619-41.3% | $4,951-33.4% | $4,740-30.4% |
| Participant deferral / active EE | $5,276 | $6,446-18.1% | $5,637-6.4% | $6,400-17.6% |
| Admin fee / account holder | $1,426 | $18,088-92.1% | $14,673-90.3% | $11,426-87.5% |