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 | $145,353 | $167,307-13.1% | $143,757+1.1% | $134,475+8.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.42% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,012 | $5,619-64.2% | $4,951-59.4% | $4,740-57.6% |
| Participant deferral / active EE | $4,769 | $6,446-26.0% | $5,637-15.4% | $6,400-25.5% |
| Admin fee / account holder | $1,482 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |