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 | $42,169 | $50,958-17.2% | $74,550-43.4% | $64,186-34.3% |
| Participation rate | 84.2% | 61.1%+23.2pp | 69.1%+15.1pp | 69.6%+14.6pp |
| Annual return | -5.96% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,508 | $2,301+9.0% | $3,108-19.3% | $3,470-27.7% |
| Admin fee / account holder | $2,968 | $4,223-29.7% | $5,060-41.3% | $4,888-39.3% |