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 9-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 | $62,795 | $142,344-55.9% | $119,609-47.5% | $134,475-53.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -12.70% | -12.44%-0.3pp | -14.97%+2.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $4,469 | $5,222-14.4% | $4,232+5.6% | $4,740-5.7% |
| Participant deferral / active EE | $5,175 | $6,469-20.0% | $5,602-7.6% | $6,400-19.1% |
| Admin fee / account holder | $15,553 | $13,584+14.5% | $10,323+50.7% | $11,426+36.1% |