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 | $128,239 | $90,519+41.7% | $93,789+36.7% | $134,475-4.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | -15.84% | -15.72%-0.1pp | -11.33%-4.5pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,673 | $4,343-61.5% | $4,323-61.3% | $4,740-64.7% |
| Participant deferral / active EE | $5,988 | $5,978+0.2% | $6,094-1.8% | $6,400-6.4% |
| Admin fee / account holder | $12,594 | $9,252+36.1% | $7,195+75.0% | $11,426+10.2% |