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 | $47,290 | $211,958-77.7% | $169,463-72.1% | $135,375-65.1% |
| Participation rate | 70.6% | 82.6%-12.0pp | 77.8%-7.2pp | 82.6%-12.1pp |
| Annual return | -4.48% | 3.26%-7.7pp | 1.83%-6.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,697 | $6,075-55.6% | $5,277-48.9% | $5,609-51.9% |
| Admin fee / account holder | $1,135 | $11,471-90.1% | $9,109-87.5% | $10,827-89.5% |