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 | $49,528 | $72,607-31.8% | $90,749-45.4% | $66,914-26.0% |
| Participation rate | 93.0% | 73.7%+19.3pp | 75.7%+17.3pp | 69.8%+23.2pp |
| Annual return | -16.01% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,337 | $2,369+83.1% | $2,921+48.5% | $2,544+70.5% |
| Participant deferral / active EE | $5,092 | $3,977+28.0% | $4,564+11.6% | $4,237+20.2% |
| Admin fee / account holder | $5,160 | $707+629.5% | $8,445-38.9% | $593+769.7% |