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 | $43,598 | $59,107-26.2% | $86,436-49.6% | $68,494-36.3% |
| Participation rate | 90.6% | 75.2%+15.4pp | 80.3%+10.3pp | 67.9%+22.7pp |
| Annual return | -14.20% | -0.23%-14.0pp | 4394.89%-4409.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,684 | $2,519+6.6% | $3,769-28.8% | $2,596+3.4% |
| Participant deferral / active EE | $5,020 | $5,901-14.9% | $6,952-27.8% | $4,027+24.7% |
| Admin fee / account holder | $1,959 | $5,637-65.2% | $6,731-70.9% | $5,403-63.7% |