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 | $144,181 | $142,344+1.3% | $119,609+20.5% | $134,475+7.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -12.75% | -12.44%-0.3pp | -14.97%+2.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,810 | $5,222-46.2% | $4,232-33.6% | $4,740-40.7% |
| Participant deferral / active EE | $13,613 | $6,469+110.4% | $5,602+143.0% | $6,400+112.7% |
| Admin fee / account holder | $7,085 | $13,584-47.8% | $10,323-31.4% | $11,426-38.0% |