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 | $68,571 | $142,344-51.8% | $119,609-42.7% | $134,475-49.0% |
| Participation rate | 81.0% | 82.8%-1.9pp | 79.3%+1.7pp | 81.2%-0.3pp |
| Annual return | -16.14% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,690 | $5,222-48.5% | $4,232-36.4% | $4,740-43.3% |
| Participant deferral / active EE | $3,804 | $6,469-41.2% | $5,602-32.1% | $6,400-40.6% |
| Admin fee / account holder | $1,048 | $13,584-92.3% | $10,323-89.8% | $11,426-90.8% |