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 9-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 | $49,244 | $54,350-9.4% | $82,719-40.5% | $68,494-28.1% |
| Participation rate | 86.3% | 63.9%+22.3pp | 72.6%+13.7pp | 67.9%+18.4pp |
| Annual return | -13.45% | -13.67%+0.2pp | 701.18%-714.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,897 | $3,246-10.8% | $4,395-34.1% | $4,027-28.1% |
| Admin fee / account holder | $2,556 | $4,395-41.9% | $5,329-52.0% | $5,403-52.7% |