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 | $56,597 | $72,404-21.8% | $110,238-48.7% | $64,186-11.8% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.3pp |
| Annual return | -5.79% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,314 | $3,469-33.3% | $4,672-50.5% | $3,470-33.3% |
| Admin fee / account holder | $555 | $5,664-90.2% | $8,547-93.5% | $4,888-88.6% |