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 | $49,577 | $48,265+2.7% | $68,791-27.9% | $68,494-27.6% |
| Participation rate | 90.8% | 60.7%+30.1pp | 69.0%+21.7pp | 67.9%+22.9pp |
| Annual return | -15.32% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,261 | $2,867+13.8% | $3,941-17.3% | $4,027-19.0% |
| Admin fee / account holder | $3,284 | $4,355-24.6% | $4,932-33.4% | $5,403-39.2% |