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 | $50,607 | $54,229-6.7% | $70,092-27.8% | $68,494-26.1% |
| Participation rate | 89.7% | 64.5%+25.3pp | 70.5%+19.3pp | 67.9%+21.9pp |
| Annual return | -19.00% | -13.87%-5.1pp | 190.73%-209.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,370 | $2,956-19.8% | $3,849-38.4% | $4,027-41.1% |
| Admin fee / account holder | $1,712 | $4,694-63.5% | $6,267-72.7% | $5,403-68.3% |