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 | $51,101 | $167,307-69.5% | $143,757-64.5% | $134,475-62.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -16.62% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,566 | $6,446-60.2% | $5,637-54.5% | $6,400-59.9% |
| Admin fee / account holder | $2,595 | $18,088-85.7% | $14,673-82.3% | $11,426-77.3% |