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 | $46,550 | $59,107-21.2% | $86,436-46.1% | $68,494-32.0% |
| Participation rate | 76.7% | 75.2%+1.4pp | 80.3%-3.7pp | 67.9%+8.8pp |
| Annual return | -15.12% | -0.23%-14.9pp | 4394.89%-4410.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $3,732 | $2,519+48.2% | $3,769-1.0% | $2,596+43.8% |
| Participant deferral / active EE | $7,367 | $5,901+24.8% | $6,952+6.0% | $4,027+82.9% |
| Admin fee / account holder | $4,536 | $5,637-19.5% | $6,731-32.6% | $5,403-16.0% |