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 | $57,064 | $81,900-30.3% | $119,609-52.3% | $68,494-16.7% |
| Participation rate | 81.1% | 71.9%+9.2pp | 79.3%+1.8pp | 67.9%+13.2pp |
| Annual return | -13.26% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $900 | $2,693-66.6% | $4,232-78.7% | $2,596-65.3% |
| Participant deferral / active EE | $2,488 | $4,148-40.0% | $5,602-55.6% | $4,027-38.2% |
| Admin fee / account holder | $18,089 | $6,582+174.8% | $10,323+75.2% | $5,403+234.8% |