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 | $62,469 | $142,344-56.1% | $119,609-47.8% | $134,475-53.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.61% | -12.44%-6.2pp | -14.97%-3.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,856 | $5,222-64.5% | $4,232-56.2% | $4,740-60.8% |
| Participant deferral / active EE | $3,870 | $6,469-40.2% | $5,602-30.9% | $6,400-39.5% |
| Admin fee / account holder | $1,376 | $13,584-89.9% | $10,323-86.7% | $11,426-88.0% |