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 | $63,966 | $42,894+49.1% | $60,874+5.1% | $68,494-6.6% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.6pp | 67.9%+25.9pp |
| Annual return | -13.65% | -13.98%+0.3pp | 16.90%-30.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $10,491 | $1,978+430.4% | $2,701+288.3% | $2,596+304.1% |
| Participant deferral / active EE | $2,444 | $2,867-14.8% | $3,817-36.0% | $4,027-39.3% |
| Admin fee / account holder | $6,117 | $3,101+97.3% | $3,224+89.7% | $5,403+13.2% |