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 | $43,828 | $45,602-3.9% | $117,472-62.7% | $66,914-34.5% |
| Participation rate | 91.3% | 57.6%+33.7pp | 70.6%+20.8pp | 69.8%+21.5pp |
| Annual return | -13.61% | -16.74%+3.1pp | 29.74%-43.3pp | 1.58%-15.2pp |
| Employer contribution / active EE | $5,387 | $1,579+241.2% | $4,176+29.0% | $2,544+111.7% |
| Participant deferral / active EE | $0 | $2,845-100.0% | $4,070-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2,562 | $661+287.8% | $5,645-54.6% | $593+331.8% |