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 | $127,597 | $167,307-23.7% | $143,757-11.2% | $134,475-5.1% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -17.05% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $4,934 | $5,619-12.2% | $4,951-0.3% | $4,740+4.1% |
| Participant deferral / active EE | $2,360 | $6,446-63.4% | $5,637-58.1% | $6,400-63.1% |
| Admin fee / account holder | $13,017 | $18,088-28.0% | $14,673-11.3% | $11,426+13.9% |