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 | $46,472 | $54,229-14.3% | $70,092-33.7% | $68,494-32.2% |
| Participation rate | 78.7% | 64.5%+14.2pp | 70.5%+8.2pp | 67.9%+10.8pp |
| Annual return | -13.61% | -13.87%+0.3pp | 190.73%-204.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,737 | $2,018-13.9% | $2,559-32.1% | $2,596-33.1% |
| Participant deferral / active EE | $2,555 | $2,956-13.6% | $3,849-33.6% | $4,027-36.6% |
| Admin fee / account holder | $18,789 | $4,694+300.3% | $6,267+199.8% | $5,403+247.8% |