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 | $101,910 | $82,286+23.8% | $68,791+48.1% | $134,475-24.2% |
| Participation rate | 94.4% | 75.1%+19.4pp | 69.0%+25.4pp | 81.2%+13.2pp |
| Annual return | -17.97% | -2.19%-15.8pp | -6.38%-11.6pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,885 | $4,739-39.1% | $3,941-26.8% | $6,400-54.9% |
| Admin fee / account holder | $1,033 | $6,481-84.1% | $4,932-79.1% | $11,426-91.0% |