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 | $71,605 | $142,344-49.7% | $119,609-40.1% | $134,475-46.8% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.3%-7.0pp | 81.2%-9.0pp |
| Annual return | -19.48% | -12.44%-7.0pp | -14.97%-4.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,463 | $5,222-72.0% | $4,232-65.4% | $4,740-69.1% |
| Participant deferral / active EE | $3,414 | $6,469-47.2% | $5,602-39.1% | $6,400-46.7% |
| Admin fee / account holder | $1,557 | $13,584-88.5% | $10,323-84.9% | $11,426-86.4% |