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 | $46,270 | $48,265-4.1% | $68,791-32.7% | $68,494-32.4% |
| Participation rate | 97.7% | 60.7%+37.0pp | 69.0%+28.6pp | 67.9%+29.8pp |
| Annual return | -9.36% | -12.71%+3.3pp | -6.38%-3.0pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,471 | $1,829+35.1% | $2,655-6.9% | $2,596-4.8% |
| Participant deferral / active EE | $4,847 | $2,867+69.1% | $3,941+23.0% | $4,027+20.4% |
| Admin fee / account holder | $19,375 | $4,355+344.8% | $4,932+292.9% | $5,403+258.6% |