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 | $166,263 | $142,344+16.8% | $119,609+39.0% | $134,475+23.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -13.28% | -12.44%-0.8pp | -14.97%+1.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,739 | $5,222-66.7% | $4,232-58.9% | $4,740-63.3% |
| Participant deferral / active EE | $4,599 | $6,469-28.9% | $5,602-17.9% | $6,400-28.1% |
| Admin fee / account holder | $18,589 | $13,584+36.8% | $10,323+80.1% | $11,426+62.7% |