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 | $47,742 | $54,229-12.0% | $70,092-31.9% | $68,494-30.3% |
| Participation rate | 81.8% | 64.5%+17.3pp | 70.5%+11.3pp | 67.9%+13.9pp |
| Annual return | -18.55% | -13.87%-4.7pp | 190.73%-209.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,979 | $2,018-2.0% | $2,559-22.7% | $2,596-23.8% |
| Participant deferral / active EE | $4,295 | $2,956+45.3% | $3,849+11.6% | $4,027+6.7% |
| Admin fee / account holder | $14,474 | $4,694+208.3% | $6,267+131.0% | $5,403+167.9% |