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 | $34,307 | $57,354-40.2% | $83,848-59.1% | $64,186-46.6% |
| Participation rate | 72.9% | 68.6%+4.3pp | 76.1%-3.2pp | 69.6%+3.3pp |
| Annual return | -4.56% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,363 | $2,993-54.5% | $4,082-66.6% | $3,470-60.7% |
| Admin fee / account holder | $3,113 | $4,046-23.0% | $5,478-43.2% | $4,888-36.3% |