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 | $38,386 | $56,357-31.9% | $104,294-63.2% | $68,494-44.0% |
| Participation rate | 80.6% | 63.3%+17.3pp | 73.3%+7.3pp | 67.9%+12.7pp |
| Annual return | -14.84% | -9.19%-5.6pp | 24.61%-39.4pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,887 | $3,077-6.2% | $4,625-37.6% | $4,027-28.3% |
| Admin fee / account holder | $34,831 | $4,903+610.5% | $7,339+374.6% | $5,403+544.7% |