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 | $29,481 | $127,100-76.8% | $105,738-72.1% | $135,375-78.2% |
| Participation rate | 81.3% | 82.7%-1.5pp | 76.3%+4.9pp | 82.6%-1.4pp |
| Annual return | -1.68% | 4.49%-6.2pp | 6.27%-8.0pp | 519.73%-521.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,237 | $5,064-55.8% | $4,080-45.2% | $5,609-60.1% |
| Admin fee / account holder | $7,819 | $9,087-14.0% | $6,913+13.1% | $10,827-27.8% |