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 | $46,363 | $55,449-16.4% | $83,848-44.7% | $56,287-17.6% |
| Participation rate | 86.9% | 68.0%+18.9pp | 76.1%+10.8pp | 69.9%+17.1pp |
| Annual return | -6.26% | -1.38%-4.9pp | 850.88%-857.1pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,217 | $2,430-49.9% | $3,631-66.5% | $2,111-42.4% |
| Participant deferral / active EE | $4,008 | $2,935+36.5% | $4,082-1.8% | $3,350+19.7% |
| Admin fee / account holder | $14,561 | $656+2119.8% | $5,478+165.8% | $521+2695.2% |