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 5-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 | $79,766 | $82,286-3.1% | $68,791+16.0% | $134,475-40.7% |
| Participation rate | 73.3% | 75.1%-1.7pp | 69.0%+4.3pp | 81.2%-7.9pp |
| Annual return | -16.05% | -2.19%-13.9pp | -6.38%-9.7pp | 417.96%-434.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,579 | $4,739-66.7% | $3,941-59.9% | $6,400-75.3% |
| Admin fee / account holder | $22,810 | $6,481+252.0% | $4,932+362.5% | $11,426+99.6% |