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 | $52,339 | $72,404-27.7% | $110,238-52.5% | $64,186-18.5% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -3.11% | -6.29%+3.2pp | 314.74%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,874 | $3,469-46.0% | $4,672-59.9% | $3,470-46.0% |
| Admin fee / account holder | $7,482 | $5,664+32.1% | $8,547-12.5% | $4,888+53.1% |