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 | $37,996 | $42,894-11.4% | $60,874-37.6% | $68,494-44.5% |
| Participation rate | 98.6% | 66.8%+31.8pp | 73.1%+25.5pp | 67.9%+30.7pp |
| Annual return | -11.27% | -13.98%+2.7pp | 16.90%-28.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,441 | $2,867-49.7% | $3,817-62.2% | $4,027-64.2% |
| Admin fee / account holder | $6,146 | $3,101+98.2% | $3,224+90.6% | $5,403+13.8% |