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 | $48,149 | $56,199-14.3% | $67,652-28.8% | $59,632-19.3% |
| Participation rate | 72.4% | 71.5%+0.9pp | 75.7%-3.3pp | 68.7%+3.7pp |
| Annual return | -1.88% | 18505.31%-18507.2pp | 6625.04%-6626.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $424 | $1,614-73.7% | $2,266-81.3% | $2,203-80.7% |
| Participant deferral / active EE | $1,340 | $2,844-52.9% | $3,560-62.3% | $3,192-58.0% |
| Admin fee / account holder | $3,991 | $3,958+0.8% | $4,821-17.2% | $4,297-7.1% |