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 | $77,771 | $95,862-18.9% | $79,550-2.2% | $134,475-42.2% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -20.21% | -2.69%-17.5pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,728 | $3,128-44.7% | $2,413-28.4% | $4,740-63.5% |
| Participant deferral / active EE | $3,405 | $4,693-27.4% | $3,985-14.6% | $6,400-46.8% |
| Admin fee / account holder | $491 | $9,126-94.6% | $6,832-92.8% | $11,426-95.7% |