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 | $64,694 | $142,344-54.6% | $119,609-45.9% | $134,475-51.9% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.66% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $1,828 | $5,222-65.0% | $4,232-56.8% | $4,740-61.4% |
| Participant deferral / active EE | $6,371 | $6,469-1.5% | $5,602+13.7% | $6,400-0.5% |
| Admin fee / account holder | $480 | $13,584-96.5% | $10,323-95.4% | $11,426-95.8% |