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 | $129,845 | $142,344-8.8% | $119,609+8.6% | $134,475-3.4% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.85% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,215 | $5,222-38.4% | $4,232-24.0% | $4,740-32.2% |
| Participant deferral / active EE | $7,312 | $6,469+13.0% | $5,602+30.5% | $6,400+14.3% |
| Admin fee / account holder | $2,687 | $13,584-80.2% | $10,323-74.0% | $11,426-76.5% |