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 | $70,707 | $42,894+64.8% | $60,874+16.2% | $68,494+3.2% |
| Participation rate | 88.0% | 66.8%+21.2pp | 73.1%+14.9pp | 67.9%+20.1pp |
| Annual return | -13.17% | -13.98%+0.8pp | 16.90%-30.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,771 | $2,867-38.2% | $3,817-53.6% | $4,027-56.0% |
| Admin fee / account holder | $2,988 | $3,101-3.6% | $3,224-7.3% | $5,403-44.7% |