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 | $26,262 | $42,894-38.8% | $60,874-56.9% | $68,494-61.7% |
| Participation rate | 95.0% | 66.8%+28.2pp | 73.1%+21.9pp | 67.9%+27.1pp |
| Annual return | -11.84% | -13.98%+2.1pp | 16.90%-28.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,245 | $2,867+13.2% | $3,817-15.0% | $4,027-19.4% |
| Admin fee / account holder | $5,242 | $3,101+69.1% | $3,224+62.6% | $5,403-3.0% |