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 7-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 | $91,610 | $142,344-35.6% | $119,609-23.4% | $134,475-31.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -17.14% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,009 | $5,222-61.5% | $4,232-52.5% | $4,740-57.6% |
| Participant deferral / active EE | $13,302 | $6,469+105.6% | $5,602+137.4% | $6,400+107.9% |
| Admin fee / account holder | $1,164 | $13,584-91.4% | $10,323-88.7% | $11,426-89.8% |