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 | $82,545 | $82,286+0.3% | $68,791+20.0% | $134,475-38.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -18.32% | -2.19%-16.1pp | -6.38%-11.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,022 | $3,301-38.7% | $2,655-23.8% | $4,740-57.3% |
| Participant deferral / active EE | $8,213 | $4,739+73.3% | $3,941+108.4% | $6,400+28.3% |
| Admin fee / account holder | $2,536 | $6,481-60.9% | $4,932-48.6% | $11,426-77.8% |