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 | $49,217 | $42,894+14.7% | $60,874-19.1% | $68,494-28.1% |
| Participation rate | 87.8% | 66.8%+21.0pp | 73.1%+14.7pp | 67.9%+19.9pp |
| Annual return | -9.90% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,640 | $2,867-42.8% | $3,817-57.0% | $4,027-59.3% |
| Admin fee / account holder | $1,105 | $3,101-64.4% | $3,224-65.7% | $5,403-79.5% |