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 | $58,818 | $69,010-14.8% | $159,960-63.2% | $68,494-14.1% |
| Participation rate | 79.5% | 65.4%+14.1pp | 78.0%+1.6pp | 67.9%+11.7pp |
| Annual return | -13.40% | -9.65%-3.8pp | 408.60%-422.0pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,197 | $4,212-0.4% | $6,182-32.1% | $4,027+4.2% |
| Admin fee / account holder | $14,741 | $4,798+207.2% | $8,698+69.5% | $5,403+172.8% |