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 | $45,679 | $81,900-44.2% | $119,609-61.8% | $68,494-33.3% |
| Participation rate | 73.6% | 71.9%+1.7pp | 79.3%-5.6pp | 67.9%+5.7pp |
| Annual return | -13.90% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,661 | $4,148+36.5% | $5,602+1.0% | $4,027+40.6% |
| Admin fee / account holder | $20,696 | $6,582+214.4% | $10,323+100.5% | $5,403+283.1% |