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 | $45,013 | $54,350-17.2% | $82,719-45.6% | $68,494-34.3% |
| Participation rate | 88.1% | 63.9%+24.2pp | 72.6%+15.5pp | 67.9%+20.2pp |
| Annual return | -15.33% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $544 | $2,218-75.5% | $3,009-81.9% | $2,596-79.0% |
| Participant deferral / active EE | $3,167 | $3,246-2.4% | $4,395-27.9% | $4,027-21.4% |
| Admin fee / account holder | $1,197 | $4,395-72.8% | $5,329-77.5% | $5,403-77.8% |